Choose a proposal currency from new Coda work
Make currency decisions while the project context is fresh.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Why this helps
Currency choices are easy to postpone until proposal creation, when they become a blocker.
- Reduce pricing setup delays
- Surface available currency options
- Improve consistency across client work
Setup
Build it in a few focused steps.
- 1Connect Coda and Better Proposals once in Notis.
- 2Create an automation named Check currencies for new Coda work.
- 3Tell Notis to retrieve currencies and recommend options using the new document context.
- 4Pick New Coda Document as the trigger and choose a report channel.
- 5Test with one real document.
Questions about this workflow
Does it set the currency on a proposal?
No. It lists available currencies and provides a recommendation for review.
Can it infer the client location?
Only if the Coda document provides that information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Better proposals. A trigger fires from one place; an action lands in another.
Coda triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Get All Companies
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Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Coda and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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