Check proposal company records from your inbox
Keep the client request nearby while you see which companies are already available in Better Proposals.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
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 client name in email can be hard to reconcile with proposal records when you have to leave the conversation and search separately.
- Review existing company records without losing the email context.
- See the available Better Proposals companies for selection.
- Help avoid creating duplicate client records through guesswork.
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 the Better Proposals company list when a new email arrives, so you can check available records.
- 4Choose the New Email Received trigger and choose where run reports go.
- 5Test with one real email and confirm the listed companies help with the lookup.
Questions about this workflow
Does this create a company record?
No. It retrieves the paginated list of companies for display or selection. Creating a company is a separate action and requires confirming it does not already exist.
Can it confirm that the sender is already a company?
The available action returns the company list. The automation can compare available returned details, but reliable matching may require a company name or other identifying information in the email.
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
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No card. Works with personal or business Better proposals.