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Notis

Confirm currency options before international pricing

Bring currency context into the first review of an international inquiry.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

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 get delayed when intake and proposal settings are reviewed separately.

  • Review available currencies
  • Reduce pricing setup delays
  • Support international inquiries

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Better Proposals.
  • 2Create an automation describing the currency options review.
  • 3Pick New Form Response as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one international response.

Questions about this workflow

Does it set the proposal currency?

No. It retrieves available currency options for review.

What if the response does not mention a region?

The report can flag that currency context is missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Typeform 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 Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

Create Document Type

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

ActionInstant

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

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.

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

When this happens · Trigger

Do this · Action

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