Review available currencies before proposal planning
Bring the currency options into a proposal preparation request so the right choice can be reviewed in context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Currencies
Lists all available currencies.
Why this helps
Currency choices can interrupt proposal preparation when the available options are not at hand.
- Retrieve available currency options on demand.
- Give a campaign request a clear currency reference.
- Reduce a separate lookup during proposal preparation.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves available currencies and summarizes the choices for review.
- 3Choose the webhook trigger and report channel.
- 4Test with one real request and confirm the options are understandable.
Questions about this workflow
Does this select a currency for a proposal?
No. It retrieves available options for review. The listed actions do not create or update a proposal.
Can it determine the client's preferred currency?
No. Client preference must be supplied by the request or determined through your existing process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Better proposals. A trigger fires from one place; an action lands in another.
Active campaign triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Active campaign and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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