Review currency options with offering context
Ask for a current currency list and a concise review based on the markets or offering details you provide.
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
Selecting a currency can require checking proposal options while keeping the relevant market context in mind.
- Retrieve available options when a currency decision comes up.
- Keep market context next to the available currency list.
- Make selection criteria explicit for the person deciding.
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 available currencies and summarize those relevant to the market context you provide from Agility CMS.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real offering or market context and check the options returned.
Questions about this workflow
Will this choose a currency for me?
It can summarize options against supplied criteria, but a person should make the final selection.
Does this retrieve exchange rates?
No. The listed action retrieves available currency options, not exchange rates.
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.
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.
Agility cms and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.