Keep every new proposal visible in Airtable
Send proposal details to Notis and keep a searchable Airtable record ready for your next client follow-up.
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
New proposals can disappear into separate tools, leaving you without one reliable place to review client work.
- Keep proposal details available alongside your other work.
- Reduce manual copy and paste after drafting.
- Create a consistent record for later review.
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 give it a name.
- 3Describe in one instruction how proposal details from the webhook should become an Airtable record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal webhook and check the Airtable record.
Questions about this workflow
Does Better Proposals send a native trigger to Notis?
No. This workflow starts when an HTTP request reaches the Notis webhook. Configure the system that knows a proposal was drafted to send its available details to that webhook.
Which proposal details will be saved?
Tell Notis which details to include in your instruction. The webhook request must supply those details; Notis cannot retrieve fields that are not provided.
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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