Create a proposal company from a lead webhook
Route qualified lead details into the right proposal account while the opportunity is active.
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
New leads wait in intake systems before anyone creates the company record needed for proposals.
- Reduce lead entry work
- Start proposal preparation faster
- Avoid manual copy paste
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis.
- 2Create an automation that validates the webhook lead and creates a company only when no matching company exists.
- 3Choose a Notis webhook trigger.
- 4Select where run reports should go.
- 5Test with one real lead payload and review the created company.
Questions about this workflow
Will it prevent duplicate companies?
Tell Notis to confirm an existing company first, as required by action 1370.
What should the webhook contain?
Include the lead name and any account details needed to identify the company.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.