Follow up on opened proposals after sending email
Know which recipients engaged after your latest outreach.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Follow up is hard to prioritize after several outbound messages.
- Ranks follow ups by engagement
- Reduces manual dashboard checks
- Supports timely outreach
Setup
Build it in a few focused steps.
- 1Connect Outlook and Better Proposals in Notis.
- 2Create an automation named Opened proposal follow up.
- 3In one instruction, ask Notis to review opened proposals linked to the sent message and list next actions.
- 4Pick New Sent Message as the trigger and choose a report destination.
- 5Test with one sent outreach email.
Questions about this workflow
Can it know which proposal the message references?
It can use sender, subject, and other context available in the event and proposal records.
Will it send the follow up?
No. It produces a follow up list for your review.
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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Calendar Event Changes
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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.