Prepare account meetings with paid proposal context
Know which engagements are paid before planning the next conversation.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Account meetings can miss payment context that affects delivery priorities.
- Highlights paid engagements
- Improves account planning
- Reduces financial context switching
Setup
Build it in a few focused steps.
- 1Connect Outlook and Better Proposals in Notis.
- 2Create an automation named Paid proposal meeting brief.
- 3Tell Notis to retrieve paid proposals matching the new event and summarize relevant account context.
- 4Pick New Calendar Event as the trigger and choose a report destination.
- 5Test with an account meeting.
Questions about this workflow
Does it confirm payment in another system?
No. It uses paid proposal records from Better Proposals.
Can it cover multiple attendees?
Yes, when the event details and proposal records provide enough context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Better proposals. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
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.
Outlook and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.