Keep opened proposal activity visible
See which proposals recipients have opened while you are already working through new email.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Recipient engagement can go unnoticed when you have to check proposal activity in another place between inbox tasks.
- Make opened proposal activity easier to review during email work.
- Keep follow-up context close to the inbox.
- Reduce the need to remember a separate engagement check.
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 opened Better Proposals when a new email arrives, so you can review recipient engagement.
- 4Choose the New Email Received trigger and choose where run reports go.
- 5Test with one real email and review the opened proposal results.
Questions about this workflow
Does this send a follow-up to recipients?
No. It retrieves opened proposals for review. The available actions do not send proposal follow-ups.
Can it tell me which opened proposal matches the email?
It can compare returned proposal details with information in the email. A reliable match requires identifying information to be present.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Email Received
Trigger for new emails in an AgentMail inbox
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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
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No card. Works with personal or business Better proposals.