Add live rate context to new deals
Start every deal review with current exchange rate context.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Founders lose time checking rates before deciding which opportunities need attention.
- Surface current currency exposure
- Reduce context switching
- Support faster deal prioritization
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CurrencyScoop once.
- 2Create an automation asking Notis to fetch latest rates for each new deal and summarize the currencies relevant to it.
- 3Pick New Deal Received as the trigger.
- 4Choose the run report destination and test with one deal containing a currency.
Questions about this workflow
Does this calculate a deal total?
It fetches current rates. Ask Notis to perform a conversion when you need a specific amount converted.
What if no currency is present?
Notis can report that the deal currency is missing for you to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to CurrencyScoop. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business CurrencyScoop.