Get current exchange rates when finance files are shared
Share a finance file and have Notis bring the rates you need into the handoff report.
Trigger
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Action
Get Latest Exchange Rates
Tool to get real-time exchange rates for all supported currencies with a specified base currency. Use when you need current exchange rates for currency conversions or financial calculations.
Why this helps
Finance handoffs can stall while the recipient searches for the latest exchange rates mentioned in a shared file.
- Add current rate context to a file handoff.
- Reduce separate rate lookups for reviewers.
- Keep the shared file link with the report.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and CurrencyScoop once in the Notis portal.
- 2Create a new automation in the portal or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to retrieve latest rates for the base and target currencies you specify when a finance file is shared, and include its link.
- 4Pick the Google Drive File Shared trigger and choose where run reports go.
- 5Test with one real shared file and specify the currencies you want reviewed.
Questions about this workflow
Does the workflow know which currencies matter to my business?
Name the base and target currencies in your instruction, or ensure they are clearly stated in the file.
Does it change the file's sharing permissions?
No. It responds to the sharing event and retrieves rates; it does not edit Drive permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to CurrencyScoop. A trigger fires from one place; an action lands in another.
Google Drive triggers
CurrencyScoop actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Currency
Tool to perform a single currency conversion from one currency to another for a specified amount. Use when you need to convert a specific amount between two currencies using mid-market rates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Currencies
Tool to retrieve all supported currencies including their names and countries. Use when you need information about available currencies, either fiat or crypto.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Get Historical Exchange Rates
Tool to retrieve historical exchange rate data for past dates going back to 1996. Use when you need to access exchange rates for a specific historical date with a base currency.
File Created
Triggers when a new file is created in Google Drive.
Get Latest Exchange Rates
Tool to get real-time exchange rates for all supported currencies with a specified base currency. Use when you need current exchange rates for currency conversions or financial calculations.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get Timeseries Exchange Rates
Tool to retrieve historical exchange rates for a given time period between start and end dates. Use when you need exchange rates for multiple dates in a date range for trend analysis or historical comparisons.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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