Check proposals against a market change
Bring a market change and your existing proposals into one view before deciding whether to reach out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Why this helps
Market shifts can make a proposal less relevant, but it is difficult to act if the affected quotes are not easy to find.
- Connect a market finding to related existing proposals.
- Review potential impact before contacting customers.
- Avoid manually searching quote records after every signal.
Setup
Build it in a few focused steps.
- 1Connect Tavily and Xero to Notis once through the portal.
- 2Create the automation in the portal or tell Notis the outcome you want conversationally.
- 3Use one plain-language instruction to summarize the market shift and retrieve potentially affected Xero quotes for review.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one relevant market change and confirm the quotes make sense.
Questions about this workflow
Will this revise quote prices?
No. It retrieves existing quotes so you can assess the market change.
How should I send the research?
Use your incoming webhook to provide the finding or a clear reference to the Tavily research.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Tavily to Xero. A trigger fires from one place; an action lands in another.
Tavily triggers
Xero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Connections
Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Update Invoice
Tool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.
Connect any two apps with Notis in the middle.
Tavily and Xero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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