Review Better Proposals when new Outlook email arrives
See your live proposal pipeline before the next client reply.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Important client context is scattered between your inbox and proposal dashboard.
- Reduces context switching
- Surfaces active proposals before replies
- Keeps follow up grounded in current data
Setup
Build it in a few focused steps.
- 1Connect Outlook and Better Proposals in Notis.
- 2Create an automation named Pipeline check from new email.
- 3Tell Notis to review active proposals and summarize anything relevant to the incoming message.
- 4Pick New Outlook Message as the trigger and choose a report channel.
- 5Test it with one real client email.
Questions about this workflow
Does this send a proposal automatically?
No. It retrieves proposal data and reports useful context for your decision.
Can Notis read the email content?
It can use the new Outlook message event and the instructions you provide.
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
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No card. Works with personal or business Better proposals.