See opened proposals when a client replies
A new client message is a useful moment to check which proposals have been opened and decide what deserves your attention.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Proposal engagement and client replies live in separate places, making it easy to miss the context before responding.
- Bring proposal engagement into the moment a client writes back.
- Make it easier to prioritize the next response.
- Reduce the need to search proposal status manually.
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 add a name and prompt.
- 3Tell Notis in one instruction to retrieve opened proposals when a new message arrives and report useful matches, noting if client identity cannot be established.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real incoming client message.
Questions about this workflow
Will every new message produce a useful match?
Not necessarily. The action retrieves opened proposals, and Notis can only connect a message to a proposal when the available details support a match.
Does this mark the proposal as opened?
No. It retrieves proposals that are already opened.
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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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.