Convert deal amounts into the customer's currency
Give every quote a clear amount in the currency your customer expects, without leaving your workflow to look up a rate.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert Currency
Why this helps
Switching between the CRM and a currency site to calculate quote amounts interrupts follow-up and invites avoidable arithmetic errors.
- Prepare a customer-facing amount without manual rate lookup.
- Reduce context switching while responding to a sales opportunity.
- Use a consistent conversion step for quote preparation.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for quote conversion.
- 3Describe in one instruction how to identify a deal amount and destination currency, then convert that amount.
- 4Choose the webhook trigger used by your quoting process and select a report channel.
- 5Test with one real deal example and review the run report.
Questions about this workflow
Does this automatically update the Agile CRM deal?
The selected action converts an amount with CurrencyScoop. Do not assume it writes the result back to Agile CRM; include any desired output handling in the instruction and confirm what the connected tools support.
Where does the destination currency come from?
The automation needs the customer's currency in the webhook context or another available source. If it is missing, provide a rule or ask Notis to flag the missing value.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to CurrencyScoop. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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