Check Available Currencies When a Proposal Request Arrives
Start a currency options check from an HTTP request and keep proposal setup decisions moving.
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
A proposal request can stall while someone searches for the supported currency option in another tool.
- Retrieve available currencies at the moment a request arrives.
- Reduce interruption during proposal preparation.
- Keep currency choice subject to a human confirmation.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in the Notis portal.
- 2Create an automation and describe the currency lookup outcome.
- 3Ask Notis to retrieve available currencies when the request arrives and summarize options for confirmation.
- 4Pick the HTTP request webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the returned options are clear.
Questions about this workflow
Does the webhook itself create a proposal?
No. This workflow retrieves currency options. Proposal creation is not among the listed actions.
Can the request supply a preferred currency?
The workflow can use details included with a request if available, but the action listed retrieves currencies rather than setting one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Better proposals. A trigger fires from one place; an action lands in another.
Salesforce triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Salesforce and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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