Find the right company from proposal intake
Turn incoming intake events into a clean account lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Why this helps
New requests often arrive before anyone confirms the correct company record.
- Reduces duplicate company research
- Improves account matching
- Creates a clear intake checkpoint
Setup
Build it in a few focused steps.
- 1Connect Outlook and Better Proposals in Notis.
- 2Create an automation named Proposal intake company lookup.
- 3Tell Notis to retrieve companies and identify likely matches from the webhook payload.
- 4Choose an HTTP webhook trigger and select a report channel.
- 5Send one real intake payload to test it.
Questions about this workflow
Can it create a company automatically?
This workflow only retrieves companies with action 1373.
What must the webhook include?
Provide enough identifying context, such as a company name or domain, in the payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Better proposals. A trigger fires from one place; an action lands in another.
Outlook 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.
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Calendar Event Changes
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New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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