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Notis

Check currency options for new proposal tasks

Choose a currency with less back-and-forth before pricing work begins.

Trigger

New Task Created

Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.

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 decisions can surface late and force proposal revisions.

  • Surfaces available currency choices
  • Reduces pricing setup friction
  • Creates an early review point

Setup

Build it in a few focused steps.

  • 1Connect Google Tasks and Better Proposals once in Notis.
  • 2Create an automation named Currency Readiness Check.
  • 3Tell Notis to retrieve currencies and summarize the relevant options for each new task.
  • 4Pick New Task Created as the trigger.
  • 5Choose a report channel and test with one pricing task.

Questions about this workflow

Does it select a currency?

It summarizes available options; you make the final selection.

Can it infer the client's location?

Only if the task provides enough context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Tasks 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

New Task Created

Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.

TriggerPolling

Create Document Type

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

ActionInstant

New Task List Created

Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.

TriggerPolling

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

Task Details Changed

Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.

TriggerPolling

Get All Companies

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

ActionInstant

Task List Changed

Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.

TriggerPolling

Get All Currencies

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

ActionInstant

Task Updated

Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.

TriggerPolling

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

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.

Google Tasks and Better proposals, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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