Compare deal values using the rate from the right date
When an opportunity has a dated amount, calculate its value using the exchange rate for that date and keep the result with your review.
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
A current conversion can distort comparisons with a deal recorded in the past.
- Use a supplied date for the conversion.
- Keep historical deal comparisons consistent.
- Flag missing amount, currency, or date instead of guessing.
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 find or enrich the lead with Aeroleads and convert a provided deal amount using its supplied historical date.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real lead, amount, currency, and date.
Questions about this workflow
Will this infer the date of the deal?
Only if a reliable date is present in the request or returned lead information. Otherwise, the workflow should ask for it or report it missing.
Which action supports the dated conversion?
Convert Currency with Historical Support, action 50544, supports real-time or historical conversion.
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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