Create Better Proposals Companies from Airparser Data
Move parsed client details into a clean company record, with a duplicate check before anything is created.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Company
Creates a new company.
Why this helps
Client details arrive in documents and emails, then get retyped into proposal tools or lost in an inbox.
- Reduce manual copying of client details.
- Check for an existing company before creating a record.
- Keep proposal preparation moving from the intake source.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and describe how to review parsed company details and check for an existing match before creating a company.
- 3Pick a webhook trigger for the parsed intake request.
- 4Choose where run reports should go.
- 5Test with one real parsed client example.
Questions about this workflow
Will this create duplicate companies?
Tell Notis to check Better Proposals for an existing match first and create a company only when it confirms there is no match.
What should the webhook contain?
Send the parsed client details needed to identify and create the company. The exact fields depend on your Airparser document and intake.
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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