Convert every new deal into your reporting currency
Keep pipeline values comparable across markets without opening a separate currency tool.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Multi currency pipelines make quick revenue decisions slower and easier to misread.
- Standardizes deal reviews
- Uses current exchange rates
- Reduces manual calculation
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Apiverve once in the Notis portal.
- 2Create a new automation and describe that each new deal amount should be converted to your chosen reporting currency using the deal currency.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose where run reports should go, then test with one real multi currency deal.
Questions about this workflow
What if the deal has no currency?
Ask Notis to report the missing currency and skip conversion until it is supplied.
Can I choose the reporting 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 Pipedrive to Apiverve. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Apiverve actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Pipedrive and Apiverve, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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