Keep newly created proposals visible from your inbox
Pair new email activity with a quick view of newly created proposals so recent work is easier to keep track of.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
New proposals can get lost among open requests when recent creation activity is checked in a separate app.
- Keep recent proposal activity visible alongside email work.
- Review newly created proposals without a separate manual lookup.
- Support a more organized handoff from preparation to follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve newly created Better Proposals when a new email arrives, so you can review recent proposal activity.
- 4Choose the New Email Received trigger and select where reports go.
- 5Test with one real email and verify the returned new proposals.
Questions about this workflow
Does this create a proposal?
No. It retrieves newly created proposals for review.
Will every new email correspond to a proposal?
Not necessarily. The trigger fires for new emails in the Agent mail inbox, while the action retrieves new proposals in the Better Proposals account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Better proposals. A trigger fires from one place; an action lands in another.
Agent mail 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 Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail 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.