Review currency details with the relevant market context
Check the currency metadata and the public context that matters to your 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
Currency details and market assumptions can be easy to mix up when reviewing an international proposal.
- Retrieve currency metadata for a specified currency ID.
- Review supplied market sources with Agenty.
- Keep unsupported conversions and assumptions out of the report.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the currency review.
- 3Tell Notis to retrieve the specified currency and proposal details, inspect supplied public market sources with Agenty, and summarize context while labeling any missing exchange-rate inputs.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real currency ID, proposal reference, and source.
Questions about this workflow
Does this convert proposal values?
Not by itself. Provide an exchange rate, date, and conversion requirements if you want a calculation.
Does it change proposal currency?
No. It retrieves currency and proposal details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Better proposals. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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