Review paid proposal activity alongside email
Keep paid proposal activity visible while you process incoming client conversations.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
It is easy to miss payment completion when client conversations and proposal status live in separate apps.
- Bring paid proposal status into routine inbox review.
- Keep completed payment activity easier to spot.
- Reduce separate status checking across apps.
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 paid Better Proposals when a new email arrives, so you can review payment activity.
- 4Choose the New Email Received trigger and select a report channel.
- 5Test with one real email and confirm the returned paid proposals.
Questions about this workflow
Does this process a payment?
No. It retrieves proposals that have been paid for review.
Can it associate a paid proposal with the email sender?
Only when returned proposal details and the email contain enough identifying information to make a reliable match.
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
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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.