Find the right company record for client proposal work
Check existing company records before proposal setup so client details stay consistent.
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
Choosing the wrong company record creates confusion in client proposal work and follow-up.
- Review existing company records before proposal work
- Support better client record selection
- Reduce avoidable duplicate company creation
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 retrieve companies and identify likely matches using client details supplied in the Agiled request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm matches are clear before proceeding.
Questions about this workflow
Does this create a company record?
No. It lists available companies so you can select or review a match.
Can it safely identify duplicates?
It can compare returned company details with the information you provide, but a person should confirm before creating a new company.
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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