Review proposal currency options from email
Check currency choices while the client request is still in front of you.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Why this helps
Currency details are easy to overlook when proposal preparation is spread across an email thread and another app.
- Bring available currency options into the proposal preparation flow.
- Keep request context close while checking currency availability.
- Reduce the chance of starting with an unavailable currency.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve available Better Proposals currencies when a new email arrives, so you can review options for the request.
- 4Choose the New Email Received trigger and select the report channel.
- 5Test with one real email and review the returned currency options.
Questions about this workflow
Does this choose a currency or create a proposal?
No. It retrieves available currencies for review. The listed actions do not create a proposal.
Does it infer the client's preferred currency?
It can use details present in returned data and the email, but a preference not stated in either source must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Better proposals. A trigger fires from one place; an action lands in another.
Agent mail triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Agent mail and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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