Bring company details into client email intake
If you already know the company identifier, get its record details while you review the client's new message.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Company information may be in another tool, adding friction when you are trying to understand an incoming client conversation.
- Bring specified company details into the intake workflow.
- Reduce manual navigation when reviewing an existing record.
- Keep known company context near client correspondence.
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 the company record for an identifier you provide when a new email arrives.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real email and a valid company identifier.
Questions about this workflow
Can it find a company without an identifier?
The available action retrieves a specific company by id. Supply that identifier in your instruction or other available context.
Does this update the company?
No. It retrieves company details only.
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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