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Notis

Check a selected currency with market context

Start with a currency reference and the related market context, then get a concise summary to support a human decision.

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

A currency choice can be hard to confirm when its metadata and the related offering context require separate lookups.

  • Retrieve metadata for a selected currency when needed.
  • Keep the relevant offering or market context in the same report.
  • Make unresolved selection questions visible.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and Better Proposals once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, ask Notis to retrieve the selected currency details and summarize them alongside the Agility market context you provide.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real currency reference and market example.

Questions about this workflow

Does the lookup provide exchange rates?

No. The action retrieves currency details, not live exchange rates.

Where does the selected currency identifier come from?

Provide a valid currency identifier or select one from the available currency options.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agility cms to Better proposals. A trigger fires from one place; an action lands in another.

Agility cms triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Company

Creates a new company.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Type

Creates a new document type.

ActionInstant

Create Proposal Cover

Creates a proposal cover design.

ActionInstant

Get All Companies

Lists all companies.

ActionInstant

Get All Currencies

Lists all available currencies.

ActionInstant

Get All Document Types

Lists available document types.

ActionInstant

Get All Proposals

Lists all proposals.

ActionInstant

Get All Quotes

Lists all quotes.

ActionInstant

Connect any two apps with Notis in the middle.

Agility cms and Better proposals, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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