Check Currency Options for Parsed Quotes
Give proposal preparation a currency check when the client documents specify a billing currency.
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
Currency assumptions can create avoidable proposal rework when a client's source documents use a different currency.
- Retrieve available currency options at the point of need.
- Compare the source context with available choices.
- Flag ambiguous currency details for human confirmation.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to retrieve available currencies and compare them with the currency stated in the parsed quote context.
- 3Pick a webhook trigger for the parsed quote request.
- 4Choose where run reports should go.
- 5Test with one real quote example.
Questions about this workflow
Will this set the proposal currency?
No. The action retrieves available currency options. The workflow reports a suitable option or asks for confirmation if the parsed context is ambiguous.
What if the document does not state a currency?
Ask Notis to report that the currency is missing so a person can choose one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Better proposals. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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