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Bring brand defaults into calendar-based proposal planning

Keep default brand details close when reviewing calendar events that may lead to proposal work.

Trigger

Calendar Event Sync

Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).

Action

Get Brand Settings

Tool to retrieve settings for the default brand. use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.

Why this helps

Brand settings can be another detail to look up when a client conversation turns into proposal preparation.

  • Retrieve default brand settings alongside full event context.
  • Keep colors, tax, and brand name available for planning.
  • Make clear that the workflow reports settings and does not build a document.

Setup

Build it in a few focused steps.

  • 1Connect Google Calendar and Better Proposals once in the Notis portal.
  • 2Create an automation and name it for calendar-based brand review.
  • 3Tell Notis to summarize the synced event and retrieve default brand settings for proposal planning context.
  • 4Choose Calendar Event Sync as the trigger and select a report channel.
  • 5Test with one real event connected to proposal planning.

Questions about this workflow

What does the brand settings action return?

It retrieves settings for the default brand, including details such as colors, tax, and name.

Does this create a proposal cover?

No. It only retrieves default brand settings for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Calendar to Better proposals. A trigger fires from one place; an action lands in another.

Google Calendar triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

TriggerPolling

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

Event Canceled or Deleted

Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.

TriggerPolling

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.

ActionInstant

Event Starting Soon

Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.

TriggerPolling

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

Calendar Event Changes

**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).

TriggerInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

Event Created

Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.

TriggerPolling

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.

ActionInstant

Calendar Event Sync

Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).

TriggerPolling

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

Connect any two apps with Notis in the middle.

Google Calendar and Better proposals, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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