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Convert new invoice amounts automatically

Drop an invoice into OneDrive and get a clear conversion in your preferred operating currency.

Trigger

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

Action

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.

Why this helps

Manual invoice conversions create small errors and interrupt finance reviews.

  • Reduce manual calculator work
  • Standardize invoice reviews
  • Keep conversion context with the source file

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and CurrencyScoop once in the Notis portal.
  • 2Create an automation named New invoice conversion.
  • 3Tell Notis to read each new invoice, identify its amount and currency, convert it to your operating currency, and report the result.
  • 4Pick the OneDrive File Created trigger and choose where run reports go.
  • 5Test with one real invoice file.

Questions about this workflow

What if the invoice currency is unclear?

Ask Notis to flag the file for review instead of guessing.

Can I convert to a fixed company currency?

Yes. State the target currency in the automation instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link One drive to CurrencyScoop. A trigger fires from one place; an action lands in another.

One drive triggers

CurrencyScoop actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

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.

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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.

ActionInstant

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

TriggerPolling

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.

ActionInstant

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Item Moved or Renamed

Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.

TriggerPolling

Connect any two apps with Notis in the middle.

One drive and CurrencyScoop, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business CurrencyScoop.