Match new Typeform leads to Better Proposals companies
Turn every submitted form into a clear account lookup before follow-up starts.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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 lead responses get separated from existing client records, creating duplicate research and missed context.
- Find existing companies quickly
- Reduce duplicate account records
- Give follow-up a reliable client context
Setup
Build it in a few focused steps.
- 1Connect Typeform and Better Proposals in Notis.
- 2Create an automation and describe the company matching outcome.
- 3Pick the Typeform New Form Response trigger.
- 4Choose where run reports should go.
- 5Test with one real response.
Questions about this workflow
What does this workflow retrieve?
It retrieves the Better Proposals company list for comparison with the submitted response.
Can it create a company automatically?
No. This workflow only retrieves companies so you can confirm a match before creating anything.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Better proposals. A trigger fires from one place; an action lands in another.
Typeform 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.
New Form Response
Triggers when a respondent completes and submits the form.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
Typeform 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.