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Review refund examples in customer currencies

Check sample amounts in an international policy draft without doing the conversion while you edit.

Trigger

Webhook received

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

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

Policy examples with multiple currencies create avoidable review pauses and arithmetic checks.

  • Review a sample amount in the customer's currency.
  • Keep policy examples easier to understand across markets.
  • Reduce manual conversion during copy review.

Setup

Build it in a few focused steps.

  • 1Connect Writer and CurrencyScoop to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis conversationally.
  • 3Ask Notis to identify the sample refund amount and customer currency in a submitted policy draft, convert it, and report both amounts for review.
  • 4Choose an incoming webhook trigger and a channel for run reports.
  • 5Send one real draft and verify that the result preserves the sample's original amount.

Questions about this workflow

Does this change policy language automatically?

The prompt can ask for a review report with the conversion; a person can decide whether to update the draft.

Can the workflow handle one example at a time?

Yes. A webhook request can focus on the sample amount included in that policy review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Writer 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

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

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

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

Connect any two apps with Notis in the middle.

Writer 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.