Review currency movement across a date range
Have Notis retrieve rates across the period you care about, then summarize the returned data so you can review changes without assembling the history yourself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Timeseries Exchange Rates
Retrieves exchange rates across a date range.
Why this helps
Comparing rates across several dates takes attention away from the documents and decisions that need review.
- Retrieve rates across a specified start and end date.
- Review historical comparisons in one run report.
- Keep the chosen base currency and date range explicit.
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 timeseries rates for your chosen base currency and date range, then summarize the returned movement.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real date range and review the summary against the returned rates.
Questions about this workflow
Can the workflow choose a date range without input?
Provide the date range in your instruction or request. Do not assume a baseline or period that the apps do not supply.
Does a timeseries lookup predict future rates?
No. It retrieves historical exchange rates for the supplied period; it does not provide a forecast.
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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