Prepare a monthly close rate pack
Gather close date rates before the finance review begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Close preparation gets delayed when historical rates are collected one request at a time.
- Reduce close preparation time
- Keep close dates consistent
- Create a reusable finance artifact
Setup
Build it in a few focused steps.
- 1Connect 1Password and CurrencyScoop in Notis once.
- 2Create an automation for the monthly close rate pack.
- 3Tell Notis which close dates, base currency, and target currencies to retrieve.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one completed close period.
Questions about this workflow
Can the pack include multiple close dates?
Yes. Specify each date required by your close process.
Can I request a short summary?
Yes. Ask Notis to return a concise pack with the rates and labels.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to CurrencyScoop. A trigger fires from one place; an action lands in another.
1password 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.
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.
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.
1password 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.