Gather a month-end historical rate reference
Set the schedule and provide the month-end date and base currency you need. Notis retrieves the historical rates for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Historical Exchange Rates
Retrieves exchange rates for a past date.
Why this helps
Finding a specific month-end rate can turn a routine document check into a separate research task.
- Retrieve rates for a specific past month-end date.
- Keep the base currency explicit for each review.
- Make a recurring reference lookup easier to find in run reports.
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 month-end date and base currency you supply for each run.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one month-end date and review the returned rates.
Questions about this workflow
Will the workflow infer the correct month-end date?
Provide the date you want in the instruction or request. The workflow should not assume a date that was not supplied.
Can I use this for any past date?
The historical rates action supports dates going back to 1996.
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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