Find a proposal company without searching manually
Request the available company list when you need to select or check a client record.
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
Searching through company records breaks focus when you are preparing proposal work.
- Retrieve available companies when needed.
- Make company selection quicker.
- Review returned company information in a focused list.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Better Proposals once in the Notis portal.
- 2Create an automation and ask Notis to retrieve and summarize the available companies.
- 3Pick a webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real example and review the result.
Questions about this workflow
Does this create a company record?
No. It retrieves the available companies for review or selection.
Can it guarantee the list includes every company?
The action is paginated. Results depend on the pagination used and returned by Better Proposals.
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.
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.
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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