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Keep sent proposal follow-up in view

Update proposal tracking in Notion and get a Better Proposals check when the record changes.

Trigger

Page Properties Updated

Triggers when properties of a Notion page are updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any property change in the workspace the integration has access to. Adding a column to a data source fires this trigger once per existing row. Customers can branch on `data.updated_properties` (array of property IDs) to filter downstream.

Action

Get Sent Proposals

Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.

Why this helps

Proposal status updates can be easy to miss when they live apart from the actual sent proposal list.

  • Pair a tracking update with a current sent-proposal review.
  • Make follow-up easier to resume after an interruption.
  • Receive the lookup in your chosen reporting channel.

Setup

Build it in a few focused steps.

  • 1Connect Notion and Better Proposals to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis to review sent proposals after a Notion status update.
  • 3Write one plain-language instruction describing the status change and the sent proposals context to report.
  • 4Choose Page Properties Updated for the tracking database and a channel for run reports.
  • 5Test by changing one real proposal tracking record and review the resulting report.

Questions about this workflow

Will every property update run this?

The trigger fires on page property changes. Describe the updates you care about in the instruction.

Does this change proposal status in Better Proposals?

No. This workflow retrieves sent proposals and reports context; it does not update them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Notion to Better proposals. A trigger fires from one place; an action lands in another.

Notion triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

Comment Created

Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.

TriggerInstant

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.

ActionInstant

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

Database Created

Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.

TriggerInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

Data Source Created

Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.

TriggerInstant

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.

ActionInstant

Data Source Schema Updated

Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.

TriggerInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

Connect any two apps with Notis in the middle.

Notion 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.