Keep proposal defaults close to incoming client work
A quick reference to account defaults can make it easier to move from client intake into proposal preparation.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Settings
Tool to retrieve current account settings. use when you need default currency, tax, and timezone configuration before creating proposals.
Why this helps
Default currency, tax, and timezone settings are easy to forget when juggling new client messages.
- Keep account defaults visible during client intake.
- Reduce interruptions to look up basic proposal settings.
- Help prepare for the next proposal step with more context.
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 retrieve account settings when new mail arrives and summarize defaults useful for proposal work.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real incoming client email.
Questions about this workflow
Does it apply tax or currency to a proposal?
No. It retrieves account settings for reference and does not create or update a proposal.
Can I use it for client-specific tax rules?
The action retrieves current account settings. Provide any client-specific rules separately if you need them included in a summary.
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.