Get the right currency options for proposal pricing
Turn a pricing task into a ready-to-review currency decision.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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 create unnecessary delay when proposal work is already time sensitive.
- Reduce pricing setup friction
- Make currency choices explicit
- Keep proposal preparation focused
Setup
Build it in a few focused steps.
- 1Connect Todoist and Better Proposals once in Notis.
- 2Create an automation for proposal pricing preparation.
- 3In one instruction, ask Notis to retrieve currencies and summarize the options relevant to the new task.
- 4Pick the Todoist new task trigger and choose the report destination.
- 5Test with one pricing task.
Questions about this workflow
Can it infer the client's currency?
Only if the task provides enough context; otherwise it reports the available options for review.
Does it update a proposal?
No. It retrieves currency choices and summarizes them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Better proposals. A trigger fires from one place; an action lands in another.
Todoist 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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New Task Created
Trigger when a new task is added to Todoist.
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Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
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.
Todoist and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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