Review deal stage changes with current exchange rates
Get the latest rate context alongside a stage change, without interrupting your pipeline review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
A deal value in a foreign currency can be hard to assess during a quick pipeline review when current rates are elsewhere.
- Bring current exchange rates into the deal stage update report.
- Choose a base currency that fits your pipeline review.
- Reduce context switching when reviewing international opportunities.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve the latest rates using your chosen base currency when a deal changes stage, then report relevant currency context with the update.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage change and confirm the reported rates are useful.
Questions about this workflow
Does this automatically convert the deal amount?
This workflow retrieves latest rates. If you need a specific amount converted, use CurrencyScoop's Convert Currency action in a separate workflow.
Can Notis determine which currencies matter?
Specify the currencies or the currencies relevant to your pipeline in your instruction. Avoid relying on information that is not in the deal or your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to CurrencyScoop. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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.
Connect any two apps with Notis in the middle.
Hubspot and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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