Get a daily exchange rate brief
Choose a schedule and base currency, then have Notis retrieve the latest rates for a quick review before document work begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Latest Exchange Rates
Retrieves the latest available exchange rates.
Why this helps
Repeatedly checking rates at the start of the day makes routine document preparation harder to begin.
- Receive current rates on a predictable schedule.
- Use one chosen base currency for the daily lookup.
- Start document work with rate information already available.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the latest exchange rates for your chosen base currency and summarize the currencies relevant to your work.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real base currency and review the returned rates.
Questions about this workflow
Does this run when ActiveMerge generates a document?
No. This workflow uses a Notis schedule. ActiveMerge has no listed trigger events in this package.
Which base currency should I use?
Choose a base currency that fits your work. The workflow can only use the preference you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to CurrencyScoop. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
CurrencyScoop actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Currency with Historical Support
Converts an amount between currencies using current or historical exchange rates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Currencies
Lists supported currencies and their associated countries.
Get Historical Exchange Rates
Retrieves exchange rates for a past date.
Get Latest Exchange Rates
Retrieves the latest available exchange rates.
Get Timeseries Exchange Rates
Retrieves exchange rates across a date range.
Connect any two apps with Notis in the middle.
ActiveMerge and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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