Walk into new meetings with proposal context
A new calendar event can be your cue to check the proposal pipeline and collect useful context before the meeting.
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 Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Why this helps
Meeting prep gets scattered across calendars and proposal lists, making it easy to miss a client's current proposal status.
- Review current proposals when a meeting is scheduled.
- Get a compact brief without switching apps to search manually.
- Flag when the event lacks enough client details to match a proposal.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review the proposal list for context related to each new calendar event and summarize likely matches, noting uncertainty.
- 4Pick the Event Created trigger and choose where run reports should go.
- 5Test with one real event that has a clear client or meeting name.
Questions about this workflow
Can Notis match a meeting to a proposal automatically?
Notis can analyze the event details and proposal list returned by the apps. If there is no clear matching client or identifier, it should report that rather than guess.
Does this create or send a proposal?
No. This workflow retrieves proposal data and creates a meeting-preparation summary in the run report.
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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No card. Works with personal or business Better proposals.