Confirm available proposal currencies before drafting
Review the currency options that are available alongside the billing details found in a document.
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
A currency assumption can linger unnoticed until the proposal is nearly ready to send.
- Bring currency clues and available options into one review.
- Highlight when an extracted currency is not found in the options.
- Keep the final currency choice under human control.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to compare any extracted currency clue with available Better Proposals currencies and report the result without choosing one automatically.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real document containing a billing currency.
Questions about this workflow
Will this set the proposal currency?
No. It retrieves currency options and reports a comparison for a person to confirm.
What if the document has no clear currency?
The report should say that no clear currency was supplied instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Better proposals. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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