Put incoming payment amounts into a shared review currency
Translate an incoming payment amount into the currency your team uses for review, with a clear conversion step attached to the notification.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert Currency
Why this helps
Payment notifications in different currencies make it harder to compare opportunities quickly across a busy pipeline.
- Compare reported payments in a chosen review currency.
- Reduce mental arithmetic when reviewing international opportunities.
- Use a webhook to start the conversion from an incoming payment event.
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 payment review conversion.
- 3Describe in one instruction how to read the amount and source currency from the notification and convert to your chosen review currency.
- 4Choose the webhook trigger used by the payment notification flow and select a report channel.
- 5Test with one real notification and verify the source and converted amounts.
Questions about this workflow
Where does the payment notification come from?
The webhook must be started by a payment notification process that you use. Agile CRM has no listed trigger event for this workflow.
Is this a settlement amount?
The action converts an amount using mid-market rates. It does not confirm a bank settlement amount, fees, or payment processor rate.
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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