Check available currencies before proposal preparation
Get the available currency options at the point of a sales decision and keep proposal preparation moving.
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 deal can pause while someone checks which currencies are available in the proposal account.
- See currency options without leaving the CRM handoff.
- Reduce uncertainty before proposal preparation.
- Use the returned options to inform a human selection.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Better Proposals once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis to retrieve available currencies and present the options relevant to the deal context provided.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and verify the options returned.
Questions about this workflow
Does this select a currency for the proposal?
No. It retrieves available currency options so the user can choose.
Can it determine the currency used in an Agile CRM deal?
Only if that deal context is supplied to Notis. The currency list alone does not contain CRM deal details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Better proposals. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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