Prioritize opened proposals when client mail arrives
Let client engagement help you decide which proposal conversations deserve attention first.
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
You may not notice that a client has opened a proposal when their reply arrives in a crowded inbox.
- Bring engagement signals into inbox triage.
- Focus attention on active proposal conversations.
- Reduce the number of separate status checks.
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.
- 3In one instruction, ask Notis to retrieve opened proposals on new mail and summarize potential client matches to help prioritize a response.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real incoming message.
Questions about this workflow
Does this decide which message I should answer first?
Not automatically. It can report opened proposal information for you to consider alongside other priorities.
Does it know the proposal open time?
Only if that detail is included in the action's returned data.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.