Convert a client payment amount across currencies
Check a payment amount in the currency your client needs to discuss.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Currency Converter
Converts an amount between currencies using the latest exchange rate.
Why this helps
A manual currency lookup adds friction to billing conversations and follow-up.
- Convert a supplied payment amount with a current rate.
- Keep billing follow-up moving with less manual lookup.
- Make the requested currencies explicit in the workflow.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Apiverve once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to convert the supplied payment amount from its source currency to the requested client currency.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real payment example and check the amount and currency codes.
Questions about this workflow
Will the action find a client's preferred currency?
No client preference is listed as an input. Include the target currency in the webhook request or automation context.
Can I use the conversion as the final amount to collect?
Review agency fees, payment processor rules, and rounding before treating the conversion as a collection amount.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Apiverve. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Apiverve actions
Recurring trigger
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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When this happens · Trigger
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