Check currency readiness before drafting
Know which currencies are available before a new proposal reaches the drafting stage.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Why this helps
Currency questions interrupt proposal preparation when market and company context has not been reviewed together.
- See available currencies in one report
- Catch currency gaps before drafting
- Make cross-border proposal setup smoother
Setup
Build it in a few focused steps.
- 1Connect 44API and Better Proposals in Notis once.
- 2Create an automation named Currency readiness check.
- 3Tell Notis to retrieve Better Proposals currencies and compare them with any 44API market or company context you provide, flagging gaps.
- 4Pick a recurring Notis schedule as the trigger and choose where run reports should go.
- 5Test with one target market context and inspect the readiness report.
Questions about this workflow
Does 44API determine the proposal currency?
No. 44API context can inform the review, while Better Proposals supplies the available currency list.
Can this update account settings?
No. It only retrieves currencies for planning.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Better proposals. A trigger fires from one place; an action lands in another.
44API 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.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
44API and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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