Keep proposal updates beside the record
Put a client update in context by adding it as a comment on the Airtable record identified in the webhook request.
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
Useful client updates get separated from the proposal record when they are copied into another tool or left in a conversation.
- Keep an update attached to its relevant record.
- Make the record's comment history easier to review.
- Avoid switching tools to add the same update manually.
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 comments.
- 3Describe in one instruction how the supplied update should be added as a comment to the identified record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real update and verify the comment appears on the intended record.
Questions about this workflow
What does the request need to include?
Include the update text and enough information to identify the Airtable base, table, and record. The record must exist.
Can Notis determine which proposal the update belongs to?
Only if the request provides enough identifying information. The listed Better Proposals source does not provide a native trigger or automatic record lookup event.
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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