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Review prospect invoice amounts in your working currency

See the original amount and a converted estimate alongside the lead details you need for follow-up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Convert Currency

Why this helps

International invoice amounts can be easy to overlook when reviewing a busy list of prospects.

  • Convert a supplied invoice or expected payment amount.
  • Keep original currency details visible in the report.
  • Review payment context with the related prospect information.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and CurrencyScoop once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the desired outcome in plain language.
  • 3Ask Notis to research the lead and convert the supplied invoice or expected payment amount to your working currency.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real amount, currency, and prospect.

Questions about this workflow

Does this verify whether an invoice was paid?

No. It converts an amount you provide or that appears in available lead information. Payment status must come from another source.

Is the result an exact settlement amount?

It is a currency conversion using CurrencyScoop's mid-market rate, not a payment provider's final rate or fee calculation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to CurrencyScoop. A trigger fires from one place; an action lands in another.

Aeroleads triggers

CurrencyScoop actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Convert Currency with Historical Support

Converts an amount between currencies using current or historical exchange rates.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Currencies

Lists supported currencies and their associated countries.

ActionInstant

Get Historical Exchange Rates

Retrieves exchange rates for a past date.

ActionInstant

Get Latest Exchange Rates

Retrieves the latest available exchange rates.

ActionInstant

Get Timeseries Exchange Rates

Retrieves exchange rates across a date range.

ActionInstant

Connect any two apps with Notis in the middle.

Aeroleads and CurrencyScoop, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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