Check new proposal work when a client asks
When a new request comes in, quickly see whether a proposal is already in the new queue before planning your next step.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
A new client request can trigger duplicate effort if you cannot quickly see whether proposal work has already begun.
- Check existing new proposals before starting related work.
- Keep intake and proposal activity closer together.
- Reduce duplicate mental tracking.
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 new proposals when a client message arrives and flag potentially related items or unclear context.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real client request email.
Questions about this workflow
Will it prevent duplicate proposals automatically?
No. It retrieves new proposals and reports potential matches for you to review.
Does it distinguish a request from another type of email?
The trigger fires on new Gmail messages. Describe signals for client requests in your instruction and provide context when 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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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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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.