Keep currency choices visible during campaign planning
Review available currency options alongside campaign opportunities before preparing commercial proposal work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Currencies
Lists all available currencies.
Why this helps
A promising campaign opportunity can lose momentum when currency availability has to be checked separately.
- See available currency options in the same review
- Keep campaign opportunity context close to commercial preparation
- Avoid assuming a currency that is not available
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to retrieve available Better Proposals currencies and summarize them alongside supplied Adyntel campaign opportunities, flagging missing commercial details.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real campaign analysis and the returned currency list.
Questions about this workflow
Will the workflow choose a currency for a proposal?
No. It presents available options and campaign context so you can decide.
Can it calculate campaign value in a currency?
Only if the necessary amounts and exchange data are supplied. The listed actions do not provide exchange rates or campaign financials by themselves.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Better proposals. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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