Turn new lead rows into proposal-ready companies
A new lead lands in your sheet. Notis checks your Better Proposals companies and creates a company when it is missing.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Why this helps
Copying lead details into another system adds busywork and makes it easy to miss promising prospects.
- Reduce repeat data entry when preparing to send a proposal.
- Check existing companies before creating a new one.
- Move new prospects into the proposal process sooner.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, then give it a name and prompt.
- 3Tell Notis to review each new lead row, check the existing Better Proposals companies, and create a company only when it is missing.
- 4Pick New Rows in Google Sheet as the trigger and choose where run reports should go.
- 5Test with one real lead row and review the result.
Questions about this workflow
Will this create a company for every new row?
The instruction asks Notis to check the existing companies first and create one only if it is missing.
What starts the automation?
A new row detected in the selected Google Sheet starts it.
Does this send a proposal?
No. This workflow creates a company record in Better Proposals; proposal creation is not an available action in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Better proposals. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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.
Google Sheets and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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