Check in after a proposal view without adding pressure
Use a proposal view as a prompt for a small, thoughtful check-in, while leaving the client's decision open.
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
It can be hard to decide whether a proposal view calls for a message and what that message should say.
- Make a timely next step easier.
- Avoid treating a view as a commitment.
- Keep outreach short and low pressure.
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 low-pressure check-in after a proposal view, without implying the client has decided or is ready to proceed.
- 4Choose notis_webhook as the trigger and connect the view detection process to its webhook endpoint.
- 5Choose a report channel, then test with one proposal view and verify the recipient.
Questions about this workflow
Does a view confirm that the client read the whole proposal?
No. Avoid wording that assumes how much the client reviewed or what they decided.
Can this message include a question?
Yes. Instruct Notis to ask one brief, relevant question if that fits your follow-up style.
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.
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).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Create label
Creates a new label with a unique name in the specified user's gmail account.
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`.
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.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
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`.
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`.
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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