Reconcile paid proposals from your inbox
Answer payment questions with the latest proposal record in view.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Payment conversations often require a manual search across separate tools.
- Cuts payment research time
- Supports accurate client replies
- Keeps revenue conversations organized
Setup
Build it in a few focused steps.
- 1Connect Outlook and Better Proposals in Notis.
- 2Create an automation named Paid proposal reconciliation.
- 3In one instruction, ask Notis to review paid proposals relevant to the incoming email and summarize matches.
- 4Choose New Outlook Message as the trigger and select a report channel.
- 5Test with a payment related email.
Questions about this workflow
Does it verify a payment outside Better Proposals?
No. It reports paid proposals recorded in Better Proposals.
Can I use it for internal finance emails?
Yes, if the message context relates to a proposal in Better Proposals.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
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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
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No card. Works with personal or business Better proposals.