Create a company after a confirmed new client
Turn a verified client handoff into a clean company record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Why this helps
Duplicate company records create confusion across proposal work.
- Reduce duplicate records
- Standardize client onboarding
- Keep creation intentional
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis once.
- 2Create an automation that checks existing companies and creates one only after confirming no match.
- 3Choose a Notis webhook trigger.
- 4Choose a report channel and test with one confirmed new company.
Questions about this workflow
Does it always create a company?
No. It should create one only after the workflow confirms no existing match.
What must the webhook include?
It should include enough company information to perform the check and create the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Better proposals. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
Google Slides and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.