Recalculate moved sales quotes
Move a quote and keep its reporting currency clear without opening a separate converter.
Trigger
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.
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
Renamed or reorganized quote files can lose the context needed for consistent reporting.
- Keep quote reviews consistent
- Catch currency context after reorganizing files
- Reduce manual follow-up
Setup
Build it in a few focused steps.
- 1Connect OneDrive and CurrencyScoop once in the Notis portal.
- 2Create an automation named Moved quote currency review.
- 3Tell Notis to inspect the moved or renamed quote, convert its amount to the reporting currency, and summarize the old and new file paths.
- 4Pick the OneDrive Item Moved or Renamed trigger and choose the report destination.
- 5Test with one real quote move.
Questions about this workflow
Can it handle a renamed file with no readable amount?
Ask Notis to flag it for review when the amount or currency cannot be identified.
Which rate is used?
CurrencyScoop uses its conversion rate for the requested currencies and amount.
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.
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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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 Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
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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