See which proposals were opened before the meeting
As a client meeting approaches, get a quick view of opened proposals that may help shape the conversation.
Trigger
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.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
You may enter a client call without knowing whether a proposal has been opened or needs discussion.
- Surface opened proposal information shortly before a meeting.
- Reduce last-minute searching across calendar and proposal tools.
- Keep the summary clear when a client match is uncertain.
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 name it for meeting prep.
- 3In one instruction, ask Notis to review opened proposals and summarize likely matches to the upcoming event, calling out uncertain matches.
- 4Pick Event Starting Soon and set the available lead time for the trigger.
- 5Choose a report channel and test with one real event and proposal.
Questions about this workflow
Does the trigger include the meeting details?
The Event Starting Soon trigger returns event details, time remaining, attendees, and join links when available.
Can it tell me whether a specific person opened a proposal?
The opened proposals action returns opened proposal data. The workflow can summarize recipient details if they are present in that returned data.
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.