See cross-border pipeline amounts in one currency
Get a scheduled estimate of supplied opportunity amounts in your chosen base currency, with assumptions stated clearly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Latest Exchange Rates
Retrieves the latest available exchange rates.
Why this helps
Pipeline totals across currencies are difficult to scan when each deal uses a different denomination.
- Review supplied opportunity amounts in a common base currency.
- Use current rates for a consistent snapshot.
- Surface missing amounts or currency codes for follow-up.
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 use Aeroleads for prospect context, retrieve current rates for the supplied deal currencies, and summarize supplied amounts in your chosen base currency.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real sample of pipeline amounts and currencies.
Questions about this workflow
Does Aeroleads provide a sales pipeline?
The workflow can use lead details available through Aeroleads, but pipeline amounts may need to be supplied separately if they are not returned.
Are the totals accounting valuations?
No. They are estimates based on current exchange rates, not accounting records or booked revenue.
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.
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.
Aeroleads and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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