Review document type options during client intake
See the available document types as new client work arrives, helping you decide what to prepare next.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
It can take extra clicks to find the right document type while triaging a new client inquiry.
- Keep document type choices easy to review during intake.
- Reduce navigation before proposal preparation.
- Make the next setup decision with current options visible.
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 document types when a client message arrives and summarize options using any criteria you supply.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real incoming client inquiry.
Questions about this workflow
Does this create a document type?
No. It retrieves the existing types for display or selection.
Can it infer which type the client needs?
It can compare options with criteria in your instruction, but the client requirements must be present in the email or supplied by you.
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.
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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.
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Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
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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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