Keep new AgencyZoom clients ready for proposals
Start proposal work with client details already in Better Proposals.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Company
Creates a new company.
Why this helps
Copying client records by hand slows down proposal work and can leave duplicate companies behind.
- Reduce repeat data entry during client handoff.
- Check for an existing company before creating a record.
- Keep proposal setup close to the AgencyZoom workflow.
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 check Better Proposals for a matching company and create it only when missing, using the AgencyZoom record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client example and review the result.
Questions about this workflow
Does this create a company for every webhook?
Instruct Notis to check the returned Better Proposals companies for a match first and create only when no match is found.
Does AgencyZoom provide a native trigger here?
No. AgencyZoom exposes no trigger events in this setup, so use a Notis webhook started by an HTTP request.
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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