Align sent email follow up with sent proposals
Keep your outbound message trail and proposal trail in sync.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Outbound emails and proposal sends are often tracked separately.
- Keeps outbound context together
- Reduces missed follow ups
- Clarifies what has already been sent
Setup
Build it in a few focused steps.
- 1Connect Outlook and Better Proposals in Notis.
- 2Create an automation named Sent proposal alignment.
- 3Tell Notis to list sent proposals related to the outgoing message and flag missing follow up.
- 4Pick New Sent Message as the trigger and select a report channel.
- 5Test with one proposal delivery email.
Questions about this workflow
Does this resend the proposal?
No. It only retrieves sent proposals and reports follow up context.
Can it flag proposals without a matching email?
It can flag gaps when the available message and proposal information supports that comparison.
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.
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Calendar Event Changes
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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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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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.
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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.