Fetch company details before proposal work
Give proposal preparation a verified account context from the start.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Proposal briefs contain incomplete company information because account details are looked up manually and inconsistently.
- Improve proposal briefs
- Reduce account lookup time
- Keep details consistent
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis.
- 2Create an automation telling Notis to fetch the company details identified by the webhook and summarize them for the proposal brief.
- 3Choose a Notis webhook trigger.
- 4Select where reports should go.
- 5Test with one known company identifier.
Questions about this workflow
What if the company is missing?
Ask Notis to report that no matching company was found so the team can resolve it.
Does this update the company?
No. It retrieves company details with action 1380.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Better proposals. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive 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.