See the proposal pipeline before your next event
A quick pipeline snapshot can help you enter a client conversation with the right proposal context in mind.
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 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
The context you need for a meeting may be spread across proposal records that are easy to forget to check.
- Review the full proposal list before an event starts.
- Summarize likely client context in a single run report.
- Keep unrelated or uncertain proposals separate from confident matches.
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 a pre-event pipeline snapshot.
- 3Tell Notis to retrieve proposals and summarize likely relevance to the upcoming event, noting which matches are uncertain.
- 4Pick Event Starting Soon and set the available lead time.
- 5Choose where reports go and test with one real event.
Questions about this workflow
What does Get All Proposals provide?
It retrieves a paginated list of proposals. The workflow can summarize the returned information and should respect what is available in that result.
Will it show only proposals for the event's client?
The action retrieves the proposal list. Notis can analyze the returned data against the event details, but a reliable client match depends on available identifiers.
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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