Have proposal template options ready for new client events
A new client event can prompt a quick look at the templates available for the conversation ahead.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
Finding the right starting template during meeting prep creates another context switch and slows down follow-through.
- Review available templates when a new event is created.
- Get a short list of options to consider before a client conversation.
- Avoid claiming a template fits when event details are insufficient.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Better Proposals once in the Notis portal.
- 2Create an automation and give it a clear template-review name.
- 3Tell Notis to review available templates against the new event context and report plausible options with reasons and uncertainty.
- 4Pick Event Created as the trigger and select a report destination.
- 5Test with one real client event and review the suggested options.
Questions about this workflow
Does this create a proposal from a template?
No. The available action retrieves templates for selection; it does not create a proposal.
Can Notis tell which template is best?
It can compare returned template information with the event details, but the report should state when there is not enough information to recommend one.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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.
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.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
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).
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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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