Keep a readable record of proposals you send
When a sent message includes a public proposal page, capture it as a PDF so you can refer back to the material you shared.
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
Convert URL to PDF
Tool to convert a url to pdf with full parameter support. use when you need advanced control over paper size, margins, headers/footers, or webhook callbacks.
Why this helps
Proposal links and the versions sent to clients can be difficult to track down later.
- Keep a PDF copy of the linked proposal page.
- Make sent materials easier to locate and review.
- Capture the page at the time the email goes out.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to find the public proposal page URL in each sent proposal email and convert it to a PDF.
- 4Pick Email Sent as the trigger and choose where run reports go.
- 5Test it with one real sent email containing a public proposal link.
Questions about this workflow
Can Cloudlayer access a private proposal page?
This workflow uses URL conversion. The page needs to be publicly reachable by Cloudlayer; private login-only pages may not convert.
What if the sent email has no proposal link?
Ask Notis to skip it and report that no suitable URL was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Cloudlayer. A trigger fires from one place; an action lands in another.
Gmail triggers
Cloudlayer 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 Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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