Find Existing Companies from Parsed Client Details
Check whether a client already has a company record before proposal work moves forward.
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
Teams can waste time creating or searching company records when client information is scattered across files.
- Quickly retrieve available company records for review.
- Use parsed client context to focus the lookup.
- Reduce avoidable duplicate checks across tools.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to use the parsed client details to retrieve company records and report likely matches.
- 3Pick a webhook trigger for the parsed client request.
- 4Choose where run reports should go.
- 5Test with one real client example.
Questions about this workflow
Does this create a company record?
No. It retrieves the company list and reports likely matches for a person to review.
What if there are many companies?
The Better Proposals action returns a paginated list. Describe the client details in your prompt and ask Notis to report if the returned results do not provide a clear match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Better proposals. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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