Check proposal dispatch after a client email
Send the client email, then let Notis check your sent proposals so dispatch follow-up does not get lost in the inbox.
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 Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
A client email can be sent while the proposal status is still unclear, leaving you to reopen multiple tools to check.
- Keep sent proposal checks close to the related client email.
- Reduce manual switching between Gmail and Better Proposals.
- Spot when a proposal still needs attention.
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 give it a name and prompt.
- 3In one instruction, ask Notis to use a sent client email as a cue to retrieve sent proposals and report relevant matches or missing information.
- 4Pick the Gmail Email Sent trigger and choose where run reports go.
- 5Test with one real sent client email.
Questions about this workflow
Does this send a proposal?
No. It retrieves sent proposals so Notis can report on them. The listed action does not send proposals.
Can it guarantee the email and proposal match?
Only if the returned proposal data supports a match. Tell Notis how to identify relevant items, and provide any needed client context if it is missing.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
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.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.