Check a quote in your client's currency
Send the quote amount and target currency to Notis for a current conversion you can review before sharing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert Currency
Why this helps
A quote prepared in one currency can take extra steps to discuss with a client who budgets in another.
- Get a single amount converted to the client's requested currency.
- Retain the original amount and currency in the run report.
- Reduce manual rate lookups during quote preparation.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to convert each submitted quote amount from its original currency to the requested client currency and report both amounts.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real quote and verify the source and target currencies.
Questions about this workflow
Does this automatically send a quote to the client?
No. This workflow calculates a conversion and reports the result for you to review.
Does the conversion use a guaranteed rate?
No. The action uses a current mid-market rate; confirm the rate and any fees with your payment provider before invoicing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to CurrencyScoop. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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