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Notis

Close the loop graciously when a proposal is declined

Send a brief thank-you that respects the client's decision and leaves the relationship on good terms.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Send Email

Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.

Why this helps

A busy day can make it easy to leave a declined proposal without a closing response.

  • Close the conversation with courtesy.
  • Avoid pressuring a client who has declined.
  • Keep the response short and focused.

Setup

Build it in a few focused steps.

  • 1Connect Better Proposals and Gmail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to send a brief thank-you after a decline without guessing the reason or asking for a new commitment.
  • 4Choose notis_webhook as the trigger and connect the proposal status detection process to its webhook endpoint.
  • 5Choose a report channel, then test with one declined proposal and verify the recipient.

Questions about this workflow

Will this message try to change the client's mind?

No, unless you explicitly instruct otherwise. A courteous thank-you can simply acknowledge the decision.

Can it send if the client identity is missing?

Tell Notis not to send when the recipient cannot be verified and to report the missing detail.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Better proposals to Gmail. A trigger fires from one place; an action lands in another.

Better proposals triggers

Gmail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Modify email labels

Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create email draft

Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

Delete Draft

Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.

ActionInstant

Delete message

Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

Fetch message by message ID

Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.

ActionInstant

Fetch Message by Thread ID

Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.

ActionInstant

Connect any two apps with Notis in the middle.

Better proposals and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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