Pull a client's proposal history into view
Give a proposal review the context of what your spreadsheet already records for that client.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Why this helps
Before responding to a client, teams may need to search multiple records to understand earlier proposal activity.
- Bring existing sheet history into a client review.
- Reduce time spent searching the tracking spreadsheet.
- Make prior proposal context available alongside a current lookup.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Google Sheets once in Notis.
- 2Create an automation using the portal or a plain language instruction.
- 3Ask Notis to retrieve the selected proposal details and read the matching client history from the specified sheet range.
- 4Choose the Notis webhook trigger and a report channel.
- 5Test with one real client and confirm the requested range exists.
Questions about this workflow
Will it find every proposal a client has ever received?
It can retrieve the history available in the Google Sheets range you specify and proposal information returned by Better Proposals.
What information should be in the sheet?
Include the client identifier and history you want to review. Tell Notis which sheet and range contain those records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Google Sheets. A trigger fires from one place; an action lands in another.
Better proposals triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Better proposals and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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