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Notis

Get the currency details your proposal needs

Answer currency questions without stopping the workflow.

Trigger

Webhook received

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

Action

Get All Currencies

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

Why this helps

Teams lose time checking currency metadata before preparing a quote or proposal.

  • Reduce preparation delays
  • Support consistent pricing context
  • Make integrations easier to operate

Setup

Build it in a few focused steps.

  • 1Connect Better Proposals in Notis.
  • 2Create an automation asking Notis to retrieve the requested currency details.
  • 3Choose a Notis webhook trigger and connect the calling system.
  • 4Select a report channel and test with one currency request.

Questions about this workflow

Can it retrieve any currency?

Ask Notis for the specific currency identifier supported by your Better Proposals account.

Does it convert amounts?

No. This workflow retrieves currency details; conversion requires another supported tool.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Pipedrive 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 Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

Create Document Type

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

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

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

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

Get All Companies

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

ActionInstant

Get All Currencies

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

ActionInstant

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.

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

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Better proposals.