Check company records after prospect changes
Keep account research current when prospect details move.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
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
A changed prospect status or contact detail can leave account research out of sync.
- Surfaces possible existing company records
- Reduces duplicate account investigation
- Creates a repeatable handoff brief
Setup
Build it in a few focused steps.
- 1Connect Workday and Better Proposals once in Notis.
- 2Create an automation that checks the company list after a prospect profile change.
- 3Pick the Workday Prospect Profile Changed trigger.
- 4Choose where the account review should be reported.
- 5Test with one changed prospect profile.
Questions about this workflow
Does it create a company record?
No. It checks the existing company list so you can decide whether creation is needed.
Can it focus on a region or segment?
Yes. Add those criteria to the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Better proposals. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
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.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
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 Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday 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.