Check signed proposals as client replies come in
When a client writes, see signed proposal status in the same workflow and make your next step with better context.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
It takes extra effort to remember which clients have signed when replies arrive in a busy inbox.
- Keep signed agreement status close to incoming client messages.
- Help prioritize conversations that may have moved into delivery.
- Avoid reopening the proposal list for every reply.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and set a name and prompt.
- 3Tell Notis in one instruction to retrieve signed proposals when a new message arrives and summarize relevant results or uncertain matches.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real incoming client message.
Questions about this workflow
Does this create a signed proposal?
No. It retrieves proposals that are already signed.
Will it identify the client from every email?
Only when the available message and proposal details support it. The report should make unclear matches explicit.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Better proposals. A trigger fires from one place; an action lands in another.
Gmail 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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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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.
Gmail 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.