Create a client company after confirming it is not already there
Complete the company setup step after a careful match check against existing records.
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
Creating a duplicate company adds clutter and creates uncertainty about which record to use.
- Create a company record after checking existing records
- Keep client setup connected to Agiled intake
- Reduce duplicate-record risk with an explicit confirmation step
Setup
Build it in a few focused steps.
- 1Connect Agiled and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a company only after the request confirms no matching company exists and supplies required details.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and verify the new company record.
Questions about this workflow
Does it check for duplicates itself?
The listed action creates a company. Confirm the company does not already exist before using it, for example by reviewing the company list.
What information is needed?
Supply the company details required by the action in your request or instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Better proposals. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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