Convert document totals into another currency
When an ActiveMerge process sends a document total and currency pair, return the converted amount using a current mid-market rate.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert Currency
Why this helps
A document total in the wrong currency can slow down a quick client or supplier check.
- Convert one specified amount in a single action.
- Keep a quick currency check attached to the document workflow.
- Avoid switching tools to perform a basic conversion.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to convert the supplied amount from its source currency to its target currency using the current rate.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document total and currency pair.
Questions about this workflow
When should I use this workflow?
Use it when a document workflow needs one current conversion for a specified amount.
Can I use a historical rate with this action?
This action performs a current conversion. Use the historical-support conversion action when the request includes a past date.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to CurrencyScoop. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
CurrencyScoop actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Currency with Historical Support
Converts an amount between currencies using current or historical exchange rates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Currencies
Lists supported currencies and their associated countries.
Get Historical Exchange Rates
Retrieves exchange rates for a past date.
Get Latest Exchange Rates
Retrieves the latest available exchange rates.
Get Timeseries Exchange Rates
Retrieves exchange rates across a date range.
Connect any two apps with Notis in the middle.
ActiveMerge and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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