Convert investor round amounts
Review a deal amount in the currency that makes sense for your next conversation or pipeline summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert Currency
Converts an amount between currencies using current exchange rates.
Why this helps
Mixed currencies make it harder to scan a pipeline and compare opportunities quickly.
- Converts a supplied amount using current exchange rates.
- Returns source and target currency details.
- Makes cross-currency review easier.
Setup
Build it in a few focused steps.
- 1Connect Affinity and API Ninjas once in the Notis portal.
- 2Create an automation that converts a supplied deal amount between specified currencies and reports the result.
- 3Pick a recurring Notis schedule for pipeline review.
- 4Choose where run reports should go.
- 5Test with one real amount and its source and target currencies.
Questions about this workflow
Are converted values fixed?
No. The action uses current exchange rates, so the reported conversion can change over time.
Does it update the deal amount in Affinity?
No. It reports the conversion for review and does not change the Affinity record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Api ninjas. A trigger fires from one place; an action lands in another.
Affinity triggers
Api ninjas actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Affinity and Api ninjas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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