Search Proposals from a Parsed Client Request
Find the proposal history that matters without leaving the incoming client request behind.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Lists all proposals.
Why this helps
A returning client may have proposal history, but finding it means switching tools and searching manually.
- Retrieve proposal records when a client request arrives.
- Use supplied identifiers to focus the report.
- Make prior proposal context easier to review.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to retrieve proposals and identify likely matches using the parsed client's available identifiers.
- 3Pick a webhook trigger for the client request.
- 4Choose where run reports should go.
- 5Test with one real request from a client with proposal history.
Questions about this workflow
Does this find every proposal for a client?
The action returns a paginated proposal list. Results depend on the available records and context; ask Notis to flag uncertain or incomplete matches.
Will it send a proposal?
No. This workflow retrieves proposals and reports likely related records.
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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No card. Works with personal or business Better proposals.