Turn Agile CRM leads into ready-to-use proposal companies
Move a qualified lead into Better Proposals without re-entering company details or losing sales momentum.
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 company details between a CRM and proposal tool creates duplicate records and slows down the next sales step.
- Reduce manual entry when a lead is ready for a proposal.
- Check existing companies before creating a record.
- Keep the handoff from sales pipeline to proposal drafting focused.
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 review the incoming lead, check for an existing company, and create one only when it is missing.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualified lead and review the result.
Questions about this workflow
Does Agile CRM provide a native trigger for this workflow?
No. Start it with a Notis webhook, which runs when an HTTP request reaches the automation.
Will this create duplicate companies?
The instruction should ask Notis to check Better Proposals for the company before creating it. Review the match criteria in a real example.
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
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