Confirm currency context in campaign financial reviews
Keep the available currency options in view when campaign costs or estimates span markets.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Currencies
Retrieves the available currencies.
Why this helps
Financial summaries can be confusing when teams assume the same currency across different campaign records.
- Review available currency options on a schedule.
- Prompt a check when reporting assumptions need confirmation.
- Support clearer campaign financial discussions.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe how to report available currencies and provide any campaign currency assumptions to verify.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the output supports your review.
Questions about this workflow
Does this convert campaign costs between currencies?
No. The action lists available currencies; it does not provide exchange rates or convert amounts.
Can it identify the currency used for a particular campaign?
Only if that context is supplied or present in other available information. The listed action returns currency options.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Agiled. A trigger fires from one place; an action lands in another.
AimTell triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
AimTell and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.