Keep proposal currency options close to new client events
When a new client conversation appears on your calendar, make available currency options quick to review during planning.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Action
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Why this helps
Looking up proposal currency options adds friction when you're trying to prepare for a client conversation.
- Retrieve available currencies in response to a new event.
- Keep planning information in the event's run report.
- Avoid implying a currency choice when the client or deal details are unknown.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Better Proposals once in the Notis portal.
- 2Create an automation and name it for proposal currency planning.
- 3Tell Notis to summarize the new event and retrieve available currencies as a planning reference, noting that a choice requires user input.
- 4Pick Event Created as the trigger and choose a report destination.
- 5Test with one real event tied to proposal planning.
Questions about this workflow
Does the workflow select a currency?
No. It retrieves available currency options. Choosing a currency requires the relevant business context and user decision.
When is this useful?
It can help when a new client or project event prompts proposal planning and you want currency options available for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Better proposals. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
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.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar 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.