Konnectify

Currency Converter

Convert currencies using dynamic batch processing, and map converted values into your workflows so downstream steps always receive consistent, normalised amounts.

Integration 0 Triggers 1 Action Credentials Auth

What is Currency Converter?

Currency Converter is a utility integration that transforms monetary amounts from one currency to another using exchange rates at runtime. In Konnectify, it is typically used to normalise multi-currency data before you create records, generate invoices, or sync data to analytics and finance systems.

This integration is ideal when you need a consistent reporting currency (such as USD or EUR) across multiple sources, or when downstream systems only accept a single currency.

What you can automate
  • Convert amounts for invoices and billing exports
  • Normalise order totals for analytics dashboards
  • Convert ad spend and marketing costs into a base currency
  • Standardise subscription MRR/ARR calculations
  • Recalculate line-item pricing before syncing to ERPs
  • Map converted fields into downstream apps step-by-step

API & Authentication

Authentication type CREDENTIALS

This connector uses a credentials-based authentication method. You will provide provider-specific credentials (for example, an API key, account ID, or similar secret) when creating a Konnectify connection. Konnectify stores secrets securely and uses them only to run your workflows.

What the integration can do
  • Convert one or more amounts between currencies and return individually mapped results
  • Support dynamic input mapping (amounts, source currency, target currency) from previous workflow steps
  • Enable consistent base-currency reporting by inserting conversion steps before writes and syncs

How to Connect

Prerequisites
  • A Konnectify workspace with permission to create or edit workflows
  • Access to your currency conversion provider credentials
  • Your base and target currencies defined (e.g., USD → EUR)
1
Add Currency Converter to a workflow
  1. Open Workflows in Konnectify.
  2. Click Create workflow or open an existing one.
  3. Add a step and select Currency Converter.
2
Authorise via credentials
  1. When prompted, click Add new connection.
  2. Enter the required credential fields (varies by your FX provider).
  3. Save the connection.
3
Configure the action
  1. Select the action currency-conversion.
  2. Map the amount(s) and currency codes from prior steps (e.g., order total + order currency).
  3. Choose the target currency and confirm output mapping.
Warning: Be consistent with currency codes (ISO 4217, like USD, EUR). Invalid codes or missing decimals can cause provider errors or rounding differences.
4
Test the workflow
  1. Run a test with a known amount (e.g., 10.00 USD → EUR).
  2. Verify conversion output fields and rounding.
  3. Confirm downstream steps receive the converted value.
5
Activate the workflow
  1. Turn on the workflow.
  2. Monitor the first few runs for rate limits and conversion accuracy.
  3. Adjust mappings if you add new currencies or amounts.

Triggers 0

This integration does not include any triggers. Use Currency Converter as an action step in workflows triggered by other apps — for example, a new order, new invoice, or updated deal from another connected app.

Actions 1

Actions let you perform currency conversion inside a workflow and map the converted outputs to later steps.

Conversions 1 action
currency-conversion

Converts specific currency amounts based on your configuration and maps them individually into the next workflow steps.

Key inputs

FieldDescription
amountThe monetary value to convert, mapped from an upstream step
from_currencyISO 4217 source currency code (e.g., USD)
to_currencyISO 4217 target currency code (e.g., EUR)

Popular Automations

Normalise invoice totals to a base currency
Finance · Billing exports · Reporting
FINANCE

When an invoice is created in another app, convert its total into your reporting currency before syncing to finance or analytics.

New Invoice (trigger app) currency-conversion Finance / Analytics app
Convert order totals before sending to an ERP
E-commerce · ERP sync · Order management
E-COMMERCE

Convert an order's total (and optionally shipping or taxes) into the ERP's required currency to avoid downstream validation errors.

New Order (trigger app) currency-conversion ERP
Standardise spend for multi-region reporting
Marketing · Operations · BI dashboards
ANALYTICS

Convert marketing or operations spend into a single currency so dashboards and KPIs remain comparable across regions.

New Spend Record currency-conversion BI Dashboard
Convert deal values for consistent pipeline metrics
CRM · Sales forecasting · Pipeline reporting
CRM

Convert deal amount fields to your base currency before calculating forecasts or pushing values into a BI tool.

Updated Deal (CRM) currency-conversion BI Tool

Frequently Asked Questions

Authentication & Setup

How does authentication work for Currency Converter in Konnectify?+

This connector uses a credentials-based connection. You enter the credential values required by your FX rate provider when creating a connection in Konnectify. Konnectify stores these secrets securely and uses them only when the workflow runs.

Can I connect multiple accounts or providers?+

Yes. You can create multiple Currency Converter connections in Konnectify (for example, separate credentials for different business units or environments). Select the appropriate connection per workflow step.

Which provider plans are supported?+

Most FX providers support currency conversion on all paid tiers, but some restrict historical rates, supported currency pairs, or request volume on free or basic tiers. If your conversions fail intermittently, confirm your provider plan includes the endpoints and quotas you need.

Triggers, Actions & Behaviour

How do triggers work for this integration?+

Currency Converter currently has no triggers in Konnectify. Start your workflow with a trigger from another app (for example, "New Order" or "New Invoice"), then insert currency-conversion as an action step.

How does Konnectify handle rate limits or provider downtime?+

If your provider returns rate-limit responses or transient errors, reduce run frequency and consider adding retry logic in your workflow design. Verify your provider quota and upgrade if needed for high-volume conversions.

Does this integration support upsert or duplicate prevention?+

This connector focuses on conversion and does not create or update external records by itself, so upsert does not apply here. For duplicate prevention, handle it in the upstream or downstream app steps (for example, a "Find record" then "Create or Update" logic pattern).

How should I handle rounding, decimals, and FX precision?+

FX APIs can return values with more precision than your accounting system accepts. After currency-conversion, apply a rounding or formatting step (or map into a numeric field with the correct scale) before writing to downstream apps. For accounting workflows, align rounding rules with your finance team's policy.

Ready to automate your Currency Converter workflows?

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