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Notis

Verify currency details before preparing a proposal

Confirm the pricing basis before proposal work begins.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

Action

Get Currency

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

Why this helps

Currency names or symbols can be ambiguous when a request moves between systems.

  • Verify currency metadata
  • Reduce pricing ambiguity
  • Support cleaner proposal handoffs

Setup

Build it in a few focused steps.

  • 1Connect both apps in Notis.
  • 2Create an automation describing the currency detail lookup.
  • 3Pick New Form Response as the trigger.
  • 4Choose a report destination.
  • 5Test with one response containing a currency reference.

Questions about this workflow

What is required for the lookup?

The response or instruction must provide a reliable currency identifier.

Does it convert amounts?

No. It retrieves currency details only.

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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No card. Works with personal or business Better proposals.