Keep handoff context with the proposal
Add the context a teammate needs directly to the Airtable record so they can pick up proposal work without retracing your steps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Why this helps
A handoff can lose important context when it is separated from the proposal record or buried in chat.
- Keep handoff context attached to the relevant record.
- Make it easier for another person to resume work.
- Reduce repeated explanations across tools.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for proposal handoffs.
- 3Describe in one instruction how the supplied handoff note should be added to the identified record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a known proposal record and confirm the comment is visible.
Questions about this workflow
What needs to be supplied in the webhook request?
Include the handoff note and enough information to identify the Airtable base, table, and existing record.
Can this assign the proposal to a teammate?
No. It adds a comment to the record. It does not change ownership or send a notification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Airtable. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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