See signed proposals before answering clients
Know what is already agreed before you open your next reply.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Teams waste time searching for signed agreements during busy email threads.
- Confirms commercial status quickly
- Prevents duplicate proposal work
- Improves client response accuracy
Setup
Build it in a few focused steps.
- 1Connect Outlook and Better Proposals in Notis.
- 2Create an automation named Signed agreement context.
- 3Tell Notis to list signed proposals related to the sender or subject and summarize relevant details.
- 4Pick New Outlook Message as the trigger and select a report destination.
- 5Test with an email from a signed client.
Questions about this workflow
Can it identify the matching signed proposal?
It can compare the incoming message context with the signed proposal data returned by Better Proposals.
Does it change proposal status?
No. This workflow only retrieves and summarizes signed 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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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.