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Notis

Get company context from its ID

Request a company ID and gather its available details into one short brief.

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

Client context can be scattered when you need to check a company record quickly.

  • Retrieve a specific company's details on demand.
  • Reduce time spent searching company records.
  • Keep the available company context easy to scan.

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Better Proposals once in the Notis portal.
  • 2Create an automation and tell Notis to retrieve details for the company ID in the request.
  • 3Pick a webhook trigger.
  • 4Choose where run reports should go.
  • 5Test with one real company ID.

Questions about this workflow

How do I find a company ID?

Use Get All Companies to retrieve the available company list, then provide the relevant ID.

Can it update company details?

No. It retrieves company details for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Better proposals. A trigger fires from one place; an action lands in another.

Ai ml api triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Company

Creates a new company.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Type

Creates a new document type.

ActionInstant

Create Proposal Cover

Creates a proposal cover design.

ActionInstant

Get All Companies

Lists all companies.

ActionInstant

Get All Currencies

Lists all available currencies.

ActionInstant

Get All Document Types

Lists available document types.

ActionInstant

Get All Proposals

Lists all proposals.

ActionInstant

Get All Quotes

Lists all quotes.

ActionInstant

Connect any two apps with Notis in the middle.

Ai ml api and Better proposals, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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