Enrich Parsed Intake with Company Details
Bring existing company context into view when new client material arrives.
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
Existing company details can be hard to locate while reviewing a new client document or email.
- Retrieve details for a specific existing company.
- Reduce repeated manual lookups during intake.
- Flag when the parsed material lacks a reliable company identifier.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to use a reliable company identifier from the parsed material to retrieve company details and report the result.
- 3Pick a webhook trigger for the parsed intake.
- 4Choose where run reports should go.
- 5Test with one existing company and a real parsed identifier.
Questions about this workflow
Does this search by company name?
The action retrieves details for a specific company by ID. The automation needs a reliable ID from the supplied context or should report that it is missing.
Will it create a company if none is found?
No. This workflow only retrieves details for an existing company.
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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