Keep Proposal Company Context Close to Account Updates
When account details change, surface the corresponding Better Proposals company context for a quicker client review.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Account updates can leave client context split across Salesforce and Better Proposals, making routine follow-up harder to resume.
- Bring company metadata into account-change review.
- Call out when the Better Proposals company identifier is missing.
- Reduce context switching during client updates.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Better Proposals once in the Notis portal.
- 2Create an automation and name the account review outcome.
- 3Ask Notis to retrieve Better Proposals company details using an available company id and summarize relevant context or missing identifiers.
- 4Pick the Salesforce Account Created or Updated trigger and choose where reports go.
- 5Test with one real account that has a known Better Proposals company id.
Questions about this workflow
Does this find a company by name?
The listed company detail action retrieves a company by id. If the id is not available in the data you provide, the report should say so.
Will this update either record?
No. This workflow retrieves and summarizes company details; the listed Better Proposals action does not update a company.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Better proposals. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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