Find the right proposal company before you start
Give each client handoff a clear next step by bringing candidate companies into view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Companies
Lists all companies.
Why this helps
When company names vary across systems, choosing the right proposal record can take extra searching.
- See available company records in the handoff workflow.
- Reduce time spent searching before proposal preparation.
- Keep uncertain matches visible for human review.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, ask Notis to retrieve Better Proposals companies and identify possible matches for the AgencyZoom client, flagging uncertainty for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client example and confirm the suggested match.
Questions about this workflow
Will this create a company record?
No. This workflow retrieves companies for review; it does not create or update one.
Can Notis know the correct match if names differ?
It can assess the returned records, but a reliable match depends on identifying details present in the client and company data. Review uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Better proposals. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Agencyzoom and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.