Review company details before proposal work moves ahead
Check the selected company record so proposal work starts with the right client context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Company
Retrieves details about a specific company.
Why this helps
A company ID can be correct syntactically but still point to the wrong client record.
- Inspect a specific company record before proposal work
- Compare record details with client information supplied in Agiled
- Reduce mistaken client selection
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 the specified company and compare returned details with client context in the Agiled request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real company ID and confirm the comparison is useful.
Questions about this workflow
What does the request need?
It needs a company ID and enough client context to make a useful comparison.
Does this create or update a company?
No. It retrieves company details only.
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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