Check proposal account settings from your inbox
When new work arrives by email, make it easy to review the account defaults that can affect proposal preparation.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Settings
Tool to retrieve current account settings. use when you need default currency, tax, and timezone configuration before creating proposals.
Why this helps
You can lose time checking settings in a separate app each time a new request prompts proposal work.
- Review default currency, tax, and timezone in one step.
- Keep incoming request context tied to proposal preparation.
- Reduce repeated navigation to account settings.
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 give it a clear name.
- 3Tell Notis to retrieve current Better Proposals account settings when a new email arrives, so you can review the defaults.
- 4Choose the New Email Received trigger and select a report destination.
- 5Test with one real email and verify the returned settings.
Questions about this workflow
What settings does the action return?
The action retrieves current account settings, including defaults such as currency, tax, and timezone.
Will it update any account settings?
No. This workflow only retrieves settings for review.
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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New Email Received
Trigger for new emails in an AgentMail inbox
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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
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No card. Works with personal or business Better proposals.