Look up client companies for new child pages
Give every project subpage a fast client context check.
Trigger
New Child Page Created
Triggers when a new child page is created under a specific parent page in Confluence.
Action
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Why this helps
New subpages often lack a clear link to the client record used in proposals.
- Find likely client records faster
- Reduce duplicate company research
- Improve handoffs between documentation and proposals
Setup
Build it in a few focused steps.
- 1Connect Confluence and Better Proposals in Notis.
- 2Create an automation named Child page company lookup.
- 3Tell Notis to retrieve all companies and identify likely matches from the new child page.
- 4Select New Child Page Created and choose a report channel.
- 5Test with one child page.
Questions about this workflow
Does it create a company?
No. It only retrieves companies for lookup.
What if several companies match?
Notis can list the candidates and explain the matching clues.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Better proposals. A trigger fires from one place; an action lands in another.
Confluence triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Confluence and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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