Find a proposal template from a client email
Bring the available proposal templates into view when a new client message gives you a reason to start planning.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
Finding an appropriate template means leaving the conversation, searching the proposal library, and remembering which client request prompted the search.
- Keep the client message connected to template research.
- Review the templates available in Better Proposals.
- Avoid a separate manual template search.
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 available proposal templates when a new email arrives, so you can review options for the request.
- 4Choose the New Email Received trigger and select a report channel.
- 5Test with one real email and review the returned template list.
Questions about this workflow
Will this select or apply a template automatically?
No. The action retrieves available templates for review. Selecting a template and creating a proposal are not supported by the listed actions.
Does it only run for client emails?
The available trigger runs for new emails in the Agent mail inbox. The trigger itself does not offer a built-in client email filter.
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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