Check selected currency details before drafting
Confirm the meaning of a selected currency while preparing a prospect's proposal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Currency
Retrieves details about a specific currency.
Why this helps
A currency choice can be hard to verify when its details are separate from the prospect brief.
- Retrieves metadata for a selected currency.
- Keeps the chosen currency details with the prospect brief.
- Supports a review before proposal creation.
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 the selected currency details and include them in the supplied prospect preparation brief.
- 4Choose notis_webhook and send the currency identifier and prospect request through an HTTP request.
- 5Choose a report channel and test with one real currency and prospect.
Questions about this workflow
Does this choose a currency?
No. It retrieves details for a currency you specify.
Does the workflow create a proposal?
No. It supports preparation by returning currency metadata.
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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