Check proposal details after sending a client email
Keep the proposal record close to the client conversation you just sent.
Trigger
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.
Action
Get Proposal
Tool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.
Why this helps
After sending an update, it can be easy to forget to confirm that the corresponding proposal record still has the details you expect.
- Prompt a timely check of the related proposal.
- Keep email and proposal context together in a run report.
- Catch details that need attention sooner.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Bidsketch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to use a sent message's client and project context to identify a proposal and report its details for review.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test by sending one real client email that clearly relates to a known proposal.
Questions about this workflow
Will every sent email cause a proposal lookup?
The trigger watches sent Gmail messages. In your instruction, ask Notis to act only when the message context clearly relates to a proposal.
Can it update the proposal automatically?
This workflow retrieves proposal details for review. Updating a proposal would require a separate workflow using the Update Proposal action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Bidsketch. A trigger fires from one place; an action lands in another.
Gmail triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
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.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Gmail and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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