Keep proposal documents connected to each opportunity
Create a record for every proposal PDF with the prospect and opportunity context you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Why this helps
Proposal links and prospect context can get separated, making follow-up harder to keep moving.
- Keep proposal links with supplied opportunity details.
- Find past proposals from Airtable.
- Make sales follow-up easier to track.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create a proposal record for each PDF job using prospect and opportunity details supplied with the request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real proposal PDF.
Questions about this workflow
Does the automation update a sales pipeline?
No. The listed action creates a record in Airtable; it does not update a separate sales system.
Can it include a follow-up date?
Include the date with the request if you want Notis to store it in the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Airtable. A trigger fires from one place; an action lands in another.
Api2pdf triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Api2pdf and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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