Keep Deal Status Current When Proposals Go Out
Move the deal record forward when you send the proposal, so your pipeline reflects work already done.
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
Patch Thing By ID
Tool to modify selected fields on a Thing by its unique ID. Use after confirming the Thing exists.
Why this helps
A proposal can be sent successfully while the corresponding deal record still says nothing has happened.
- Keep Bubble deal records aligned with sent activity.
- Reduce duplicate sales admin after sending proposals.
- Make the next follow-up easier to see.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Bubble once in the Notis portal.
- 2Create an automation by telling Notis how to recognize a sent proposal and identify its existing Bubble deal.
- 3Pick Email Sent as the trigger.
- 4Choose where run reports should go, then test with one proposal and its known deal record.
Questions about this workflow
Can it find a deal from the email recipient?
The event includes recipient metadata, but your Bubble data and matching rules must support a reliable way to identify the deal.
Will it create a new deal if none is found?
This workflow uses Patch Thing By ID, which updates an existing Thing. It should only run when the intended deal can be identified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Bubble. A trigger fires from one place; an action lands in another.
Gmail triggers
Bubble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Create Things
Tool to bulk create multiple Things in Bubble via newline-separated JSON. Use when you need to insert many records at once. Must have Create via API permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Thing
Tool to create a new Thing. Use when providing a complete JSON payload to add a new record.
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.
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Tool to delete a Bubble Thing by its unique ID. Use when you need to remove a specific record via the Bubble Data API.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Get Thing By ID
Retrieves a single Thing (record) from a Bubble Data Type by its unique ID. This is a read-only operation that fetches complete details of a specific record. The response includes all custom fields defined in the Data Type, plus standard Bubble fields (_id, created_by, created_date, modified_date). Use when you need to: - Fetch details of a specific record you know the ID of - Verify a record exists - Get the latest field values for a Thing Note: Requires the Data API to be enabled in your Bubble app settings and the specific Data Type to be exposed via the API.
Patch Thing By ID
Tool to modify selected fields on a Thing by its unique ID. Use after confirming the Thing exists.
Replace Thing by ID
Tool to replace all editable fields on a Thing by its Unique ID. Use when you need a full overwrite of a Thing's fields and reset omitted fields to default.
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Create Temp File
Tool to upload bytes as a temporary file to Cloudflare R2 and return an S3 key. Use when you need a short-lived file reference before persisting it in a Thing.
Connect any two apps with Notis in the middle.
Gmail and Bubble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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