Connect calendar context to sent proposals
Use full event details to review sent proposals and spot likely context around a client conversation or project milestone.
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 Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Sent proposal details can be hard to connect with the right calendar conversation when plans change or events are added.
- Use event attendees and details for better context.
- Review sent proposals without opening another list manually.
- Make uncertain client or proposal matches visible in the report.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Better Proposals once in the Notis portal.
- 2Create a new automation and give it a name that describes the proposal review.
- 3Tell Notis to compare full event details with sent proposals and report likely context, including uncertainty.
- 4Choose Calendar Event Sync as the trigger and select a report destination.
- 5Test with one real synced event that relates to a sent proposal.
Questions about this workflow
What event information is available?
Calendar Event Sync returns full event data, including details, attendees, and metadata.
Will it update proposal status?
No. The selected Better Proposals action retrieves sent proposals. The workflow summarizes information 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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Attendee Response Changed
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Create Document Type
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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.
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.
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Get All Companies
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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).
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Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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.
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).
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.
Google Calendar and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.