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Notis

See your weekly cash position in one currency

Start cash reviews with a consistent consolidated view across accounts.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

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

Multi currency cash reviews require repetitive calculations every week.

  • Shorten cash reviews
  • Improve reporting consistency
  • Reduce manual arithmetic

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and CurrencyScoop in the Notis portal.
  • 2Create an automation named Weekly Cash Position.
  • 3Tell Notis to convert the supplied account balances into the reporting currency and summarize the consolidated position.
  • 4Choose the notis_cron trigger and set the weekly schedule.
  • 5Choose where reports go, then test with one real balance set.

Questions about this workflow

Can balances use different source currencies?

Yes. Include each balance's source currency and the reporting currency.

Does this connect to bank accounts?

No. Provide the balances through the automation context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to CurrencyScoop. A trigger fires from one place; an action lands in another.

0CodeKit 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.

0CodeKit and CurrencyScoop, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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