Prepare current billing context for new users
Give billing teams a live reference as users enter new markets.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
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
Finance teams repeatedly research current rates during onboarding reviews.
- Faster billing setup
- Current market reference
- Reduced repeated research
Setup
Build it in a few focused steps.
- 1Connect Zendesk and CurrencyScoop in Notis.
- 2Create an automation for billing context.
- 3Tell Notis to fetch latest rates from the new user's market currency to your finance base currency.
- 4Choose New User Created and set the report destination.
- 5Test with one billing user.
Questions about this workflow
What is the finance base currency?
State it directly in the automation prompt.
Can this run for every user?
Yes, or instruct Notis to focus on users with billing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to CurrencyScoop. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
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.
Zendesk 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.