Find an existing proposal company before creating a new one
Check the company list during an Agile CRM handoff and reduce duplicate records before proposal work begins.
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
Without a quick company lookup, teams can create duplicate proposal records during a busy handoff.
- Make existing company records easier to find.
- Reduce avoidable duplicates before proposal work starts.
- Use a user-provided company name or details to guide the search.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Better Proposals once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis to retrieve available companies and identify likely matches using the company details in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company lookup and confirm the match is sensible.
Questions about this workflow
Does this create or edit a company?
No. It lists companies for selection or matching. Company creation is a separate action.
Can it compare every company in a large account?
The action returns a paginated list. The workflow should use its available results and pagination behavior, without assuming unreturned records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Better proposals. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.