Convert invoice amounts for client quotes
Send an invoice amount and currency pair from your ActiveMerge workflow, then get a CurrencyScoop conversion ready to include in the quote.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert Currency with Historical Support
Converts an amount between currencies using current or historical exchange rates.
Why this helps
Looking up exchange rates separately adds friction when preparing an international invoice.
- Convert an amount using current rates or a supplied historical date.
- Keep currency checks close to the document workflow that needs them.
- Reduce manual rate lookups when preparing quotes.
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 amount and currency pair in each request, using a supplied date when present, and return the result for the invoice workflow.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice example and a known currency pair.
Questions about this workflow
Can the conversion use a past date?
Yes. Include a date in the webhook request and instruct Notis to use historical conversion for that date.
Does ActiveMerge send this request automatically?
ActiveMerge has no listed trigger event here. An external tool or custom backend must send the HTTP request that starts this automation.
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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