Prepare a quote in the currency your prospect requested
Send the quote amount, source currency, and requested currency with the prospect context to get a current conversion.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Currency Converter
Converts an amount between currencies using the latest exchange rate.
Why this helps
Manually checking an exchange rate while preparing a prospect response interrupts the work and can leave the conversion out of the reply.
- Convert an explicit amount between two supplied currencies.
- Keep the original prospect and quote context with the result.
- Avoid guessing currencies or quote amounts that were not provided.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Apiverve once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to convert the supplied quote amount from its stated currency to the prospect's requested currency.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example that includes the amount and both currencies.
Questions about this workflow
Does Aeroleads provide the quote amount and currencies automatically?
Only use those details if they are present in the prospect context or supplied with the webhook request. Otherwise, Notis should ask for the missing inputs or report that the conversion cannot be made.
Does this action provide a current exchange rate?
The Apiverve Currency Converter is described as converting an amount between two currencies using the latest exchange rate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Apiverve. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Apiverve 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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