Keep sent proposal activity connected to email
Review sent proposal records while you are already working through client email.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Keeping track of what has been sent takes extra effort when you switch between the inbox and proposal app.
- Keep sent proposal activity visible while handling email.
- Make client follow-up review easier to resume.
- Reduce repeated manual navigation to sent records.
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 sent Better Proposals when a new email arrives, so you can review outbound proposal activity.
- 4Choose the New Email Received trigger and choose where reports go.
- 5Test with one real email and review the returned sent proposals.
Questions about this workflow
Does this send a proposal?
No. It retrieves sent proposals that already exist for review.
Does it identify a matching sent proposal automatically?
Not necessarily. Matching depends on the identifying details present in the email and returned proposal information.
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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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.