Spot company records that need a closer look
Find the accounts that need a little more research before the next proposal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Companies
Lists all companies.
Why this helps
Incomplete company records create avoidable delays when you are preparing proposal work or following up.
- Review company records in a recurring report.
- Compare supplied record details with sourced public information.
- Highlight gaps and conflicts for human verification.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the company review.
- 3Tell Notis to retrieve companies and research only the selected records with Agenty, reporting missing details, possible discrepancies, and source links.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company record.
Questions about this workflow
Will it modify company records?
No. The workflow reports findings for review; it does not update records.
How does it choose selected records?
Specify selection criteria in the instruction, or have the report review the returned list without assuming unavailable fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Better proposals. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.