Check available currencies before a proposal takes shape
Bring the available currency list into your workflow at the moment you are preparing a proposal, with a short summary for review.
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 are easy to overlook while moving between document generation and proposal preparation.
- Retrieve available currency options when needed.
- Review choices in a short run report before proceeding.
- Reduce the effort of reopening settings to check supported currencies.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe how to summarize available currencies.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Trigger it with one real ActiveMerge preparation example.
- 5Review the returned options and add any currency rules to your instruction.
Questions about this workflow
Can it set the currency on a proposal?
No. The selected action retrieves the available currencies list and does not set a proposal currency.
Can it recommend the right currency?
It can apply criteria you provide to the returned options. It does not know the client agreement or billing context unless you supply it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Better proposals. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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