Check available currencies before proposal pricing
See the supported currency options before pricing a proposal for an Agiled client request.
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 create pricing confusion late in proposal preparation.
- Review available currency options before pricing work
- Avoid guessing supported currency choices
- Keep the client requirement visible during the decision
Setup
Build it in a few focused steps.
- 1Connect Agiled and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve available currencies and compare them with the currency requirement provided in the Agiled request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the options include the needed choice.
Questions about this workflow
Does this set the proposal currency?
No. It retrieves currency options to support a selection.
Can it infer a client's preferred currency?
Only if you provide that preference in the request or it is present in returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Better proposals. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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