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Notis

Look up a specific proposal currency

Get the details for the currency your team is discussing, right from the conversation where the question came up.

Trigger

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

Action

Get Currency

Tool to retrieve details of a specific currency. use when you need currency metadata by id.

Why this helps

A currency name may not be enough to make a confident setup decision, and searching for details adds friction.

  • Retrieve specific currency information when needed.
  • Reduce interruptions during proposal setup.
  • Keep the result connected to the decision.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Better Proposals to Notis once.
  • 2In one plain-language instruction, ask Notis to retrieve details for the currency named in a channel message and summarize the relevant metadata.
  • 3Select the Slack channel message trigger and choose a channel for run reports.
  • 4Test with one real Slack message about a specific currency.

Questions about this workflow

Does this apply the currency to a proposal?

No. It looks up currency details; it does not change a proposal.

What should the Slack message include?

Name the currency or provide a clear identifier so Notis knows what to retrieve.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack 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 Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Create Document Type

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

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

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

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Get All Companies

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

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Get All Currencies

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

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

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.

Slack 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.