Convert a deal value while the opportunity is in front of you
Send Notis the amount and currencies with the deal context. Get a one-time conversion when you need to compare or discuss an opportunity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert Currency
Why this helps
Manually converting deal values interrupts research and can leave notes with inconsistent figures.
- Convert a specific amount with a single request.
- Use mid-market rates for quick comparisons.
- Keep currency conversion close to the deal review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to convert the submitted amount from its source currency to your chosen destination currency.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal amount and verify the source and destination currencies.
Questions about this workflow
What information should the webhook provide?
Provide the amount and its source and destination currency codes. Include deal context if you want it reflected in the run report.
Does this use a historical rate?
This workflow uses the single conversion action for mid-market conversion. Choose a historical-capable action when you need a date-specific conversion.
Will it update the Affinity deal?
The listed CurrencyScoop action converts an amount. This workflow returns a run report and does not claim to update an Affinity record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to CurrencyScoop. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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