Convert currencies in new expense documents
Get a current conversion for a clearly stated amount and currency pair when an expense document arrives.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Currency Converter
Tool to convert currency rates. use when you need to convert an amount between two currencies with the latest exchange rate.
Why this helps
A cross-currency expense can require a separate rate lookup before anyone can review the total.
- Retrieve a latest-rate conversion for the stated amount and currencies.
- Include the source amount and converted result in one report.
- Reduce manual exchange-rate lookups during expense review.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Apiverve once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to identify one clearly stated amount and both currency codes in each new expense document, request the conversion from Apiverve, and report the source and result.
- 4Choose the Google Drive File Created trigger and select where run reports should go.
- 5Test with one real expense document that includes an amount and two currency codes.
Questions about this workflow
Does the result use the exchange rate from the expense date?
The listed action uses the latest exchange rate. It does not provide a historical rate for a past transaction date.
What if the document does not state both currencies?
Ask Notis to report which currency information is missing and skip the conversion until it is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Apiverve. A trigger fires from one place; an action lands in another.
Google Drive triggers
Apiverve actions
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Connect any two apps with Notis in the middle.
Google Drive and Apiverve, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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