Check Better Proposals companies before setup
Avoid duplicate client records before proposal work starts.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Why this helps
Creating a second company record makes proposal history harder to trust.
- Prevent duplicate records
- Protect clean history
- Speed up client onboarding
Setup
Build it in a few focused steps.
- 1Connect Discord and Better Proposals in Notis once.
- 2Create an automation for company existence checks.
- 3Tell Notis to review existing companies for the client name in the Discord request and report possible matches before creation.
- 4Choose New Discord Message as the trigger and set the report channel.
- 5Test with one known company name.
Questions about this workflow
Does it create the company automatically?
No. It checks existing companies so a human can confirm whether creation is needed.
What if the client name is ambiguous?
Notis should report the closest returned matches and ask for clarification in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Better proposals. A trigger fires from one place; an action lands in another.
Discord 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 Discord Message Trigger
Polls a specific Discord channel for new messages.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
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.
Discord and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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