See every investor commitment in your reporting currency
Send a deal and its commitment amount to Notis. Get the converted value back without switching between Affinity and a currency calculator.
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
Commitments in different currencies make it harder to compare deals and keep fundraising totals clear.
- Compare commitments in one reporting currency.
- Reduce manual rate lookups during investor conversations.
- Keep the deal context with the conversion run report.
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 commitment amount from the submitted Affinity deal context into your chosen reporting currency.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal and a known commitment amount.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the Affinity deal context and the commitment amount and currency in the request.
Can it find the commitment amount in Affinity automatically?
The workflow can use information supplied in the request or returned by connected tools. If the amount is not available in that context, include it in the webhook request.
Can I convert a historical commitment value?
Yes. The selected CurrencyScoop action supports real-time or historical conversion. Include the date in your instruction when you need a historical rate.
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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