Prepare a quote in the prospect's currency
Give Notis a quote amount and the prospect's currency, then get a converted figure ready for your review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert Currency
Why this helps
Reworking the same quote manually for prospects in different markets takes time and invites arithmetic mistakes.
- Convert a supplied quote into a specified currency.
- Keep the original and converted amounts together for review.
- Use lead research to provide context for the quote.
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 your supplied quote amount into the prospect currency you provide or confirm from returned data.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real quote amount and prospect currency.
Questions about this workflow
Will this choose a price or discount?
No. Provide the quote amount and any pricing rules yourself. This workflow converts the amount for review.
What if the prospect's currency is unclear?
Have Notis flag the uncertainty and request a currency code rather than selecting one without evidence.
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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