Review paid proposals after client correspondence
Keep payment status in view while you handle client communication, with a focused check of proposals marked paid.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Payment status can be easy to overlook when client updates and proposal records are split across tools.
- Make paid proposal status easier to review during client work.
- Reduce manual lookups when deciding the next client update.
- Keep proposal progress visible alongside email activity.
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 provide a name and prompt.
- 3In one instruction, ask Notis to retrieve paid proposals after you send client correspondence and summarize relevant status, calling out missing match details.
- 4Pick the Gmail Email Sent trigger and choose where run reports go.
- 5Test with one real sent client email.
Questions about this workflow
Can the workflow confirm a bank transfer?
No. It can retrieve proposals listed as paid in Better Proposals. It does not independently verify external payment records.
What if Notis cannot tell which client the email refers to?
Ask it to report that the match is unclear. Supply additional client context in your instruction if needed.
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
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Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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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.