Keep client proposal responses easy to review
Bring response details into Airtable so your team can see what needs attention without retracing every conversation.
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
Client responses can be easy to miss when response updates live apart from your working records.
- Put supplied response details where your team already tracks work.
- Make response review easier to resume later.
- Avoid retyping response information by hand.
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 response logging.
- 3Describe in one instruction how details in the incoming webhook should be recorded.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real response request and review the created Airtable record.
Questions about this workflow
Can this workflow fetch the response from Better Proposals by itself?
No. Better Proposals has no native trigger listed here. The webhook request needs to include the response details you want Notis to record.
Can I include a client comment?
Yes, if the incoming request supplies it and your instruction asks Notis to include it. Do not assume the workflow can access response data that is not sent.
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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