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Notis

Confirm currency details before pricing

Have the relevant currency metadata ready when numbers matter.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Currency

Tool to retrieve details of a specific currency. use when you need currency metadata by id.

Why this helps

Pricing work slows down when currency details are uncertain or scattered.

  • Confirm currency metadata
  • Reduce avoidable pricing questions
  • Keep preparation moving

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Better Proposals in Notis.
  • 2Create an automation named Currency Detail Brief.
  • 3Tell Notis to retrieve the currency by id and summarize the details needed for pricing.
  • 4Choose a webhook trigger.
  • 5Select a report destination and test with one currency id.

Questions about this workflow

Do I need the currency id?

Yes. Include the Better Proposals currency id in the request.

Can it convert prices?

Only if you provide conversion data separately.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to Better proposals. A trigger fires from one place; an action lands in another.

0CodeKit triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

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.

ActionInstant

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

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.

ActionInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

Connect any two apps with Notis in the middle.

0CodeKit and Better proposals, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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