Review available proposal currencies for a lead
Bring the currency options into the conversation before proposal setup begins.
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
Choosing a proposal currency can interrupt lead research when options are not visible in the same workflow.
- Retrieves available currency options before selection.
- Uses prospect context supplied with the request.
- Leaves the currency decision to the user.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3In one instruction, ask Notis to retrieve available currencies and summarize options relevant to the supplied prospect context.
- 4Choose notis_webhook and send the prospect request through an HTTP request.
- 5Choose a report channel and test with one real prospect.
Questions about this workflow
Does it select a currency automatically?
No. It presents available options to support a user decision.
Can it infer the client's preferred currency?
Only if the request or returned data provides a clear basis. Otherwise, it should ask for confirmation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Better proposals. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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