Skip to content
Notis

Check currency options for a new Space

Set the financial context before a new Space starts producing proposals.

Trigger

Space Created

Triggers when a new Space is created in the Workspace.

Action

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

Why this helps

New business areas can begin work without a clear currency decision for client documents.

  • Surface currency choices early
  • Reduce setup ambiguity
  • Support consistent client documents

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Better Proposals in Notis once.
  • 2Create an automation named Check currency options for new Space.
  • 3Tell Notis to retrieve currencies and summarize the best options based on the Space context.
  • 4Pick ClickUp Space Created as the trigger and choose a report channel.
  • 5Test with one new Space.

Questions about this workflow

Does it set the currency?

No. It retrieves available currencies for a decision.

Can it recommend a currency without location data?

It can report that the Space needs a market or billing-country detail first.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Clickup triggers

Better proposals actions

Recurring trigger

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

TriggerScheduled

Get All Document Types

Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Create Proposal Cover

Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Get All Document Types

Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

Connect any two apps with Notis in the middle.

Clickup 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.