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Retrieve a historical rate for a dated agreement

Include a past date and base currency in the request to retrieve the exchange rates needed for an agreement review.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Historical Exchange Rates

Retrieves exchange rates for a past date.

Why this helps

Reconstructing which rate applied on a past date can interrupt agreement preparation and review.

  • Retrieve rates for a specified past date and base currency.
  • Support document review that needs a dated exchange rate reference.
  • Avoid manual searches through historical rate data.

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 historical rates for the date and base currency supplied in each request.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real date and base currency.

Questions about this workflow

How far back can the historical lookup go?

The listed action supports historical exchange rate data for past dates going back to 1996.

Does the request need a date?

Yes. The workflow should receive the date and base currency from the webhook request.

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.

TriggerScheduled

Convert Currency with Historical Support

Converts an amount between currencies using current or historical exchange rates.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Currencies

Lists supported currencies and their associated countries.

ActionInstant

Get Historical Exchange Rates

Retrieves exchange rates for a past date.

ActionInstant

Get Latest Exchange Rates

Retrieves the latest available exchange rates.

ActionInstant

Get Timeseries Exchange Rates

Retrieves exchange rates across a date range.

ActionInstant

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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