See policy premiums in the currency you need
Send a policy update to Notis and get a quick conversion of its premium for cross-border client conversations.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert Currency
Why this helps
Checking a rate separately interrupts policy work and makes it easy to quote an amount in the wrong currency.
- Convert a stated premium amount without leaving your workflow.
- Keep the conversion connected to the policy update that prompted it.
- Get a mid-market estimate for planning and client context.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to convert the premium amount in each submitted policy update from its stated currency to your chosen currency, and report the policy context and result.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real policy update that includes an amount, source currency, and destination currency.
Questions about this workflow
How does this automation start?
An HTTP request to the Notis webhook starts it. Agencyzoom has no listed trigger events, so this workflow does not listen for an Agencyzoom event automatically.
Which rate does it use?
It uses CurrencyScoop's single currency conversion action, described as using mid-market rates.
Can it infer the premium currency?
Provide the source currency in the submitted update or instruction. Notis should report when the information needed for conversion is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to CurrencyScoop. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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