Review your proposal pipeline when tracking data changes
Update the proposal tracker and get a fresh view of the proposals in Better Proposals, with Notis summarizing what needs attention.
Trigger
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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
Proposal status checks often get delayed when tracking sheets and proposal records need separate manual reviews.
- Pair a changed tracking range with a current proposal list.
- Get a concise review without switching between apps to compile context.
- Surface discrepancies or follow-up candidates for a person to review.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, then give it a name and prompt.
- 3Tell Notis to retrieve the proposal list when the tracking range changes and summarize items that may need review, noting that the list may not include sheet-specific context.
- 4Pick Cell Range Values Changed as the trigger and choose where run reports should go.
- 5Test with one real range change and review the summary.
Questions about this workflow
Does this update the spreadsheet or proposal records?
No. The available Better Proposals action retrieves the proposal list; this workflow prepares a review summary.
Can Notis compare sheet values with proposal details?
Only if the retrieved data includes the needed detail. The instruction asks Notis to call out missing context rather than assume unavailable fields.
What causes a run?
A change in the selected Google Sheets cell or range.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Better proposals. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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 Sheets and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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