Keep signed proposal activity in view
See signed proposal records as you work through new messages and keep client progress easier to track.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Signed agreements can be hard to notice when confirmation and proposal records are spread across apps.
- Review signed agreements alongside incoming communication.
- Keep completed client steps visible.
- Reduce manual proposal status checks.
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 signed Better Proposals when a new email arrives, so you can review completed agreements.
- 4Choose the New Email Received trigger and select where run reports go.
- 5Test with one real email and verify the signed proposal results.
Questions about this workflow
Does this collect a signature?
No. It retrieves proposals that clients have signed.
Will it know which signed proposal relates to the email?
It can compare available proposal details with the email. Any missing matching information must be supplied by you.
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 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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.