See current exchange rates alongside invoice details
Add a current rate snapshot to an invoice review when today's market context is useful.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Latest Exchange Rates
Retrieves the latest available exchange rates.
Why this helps
Looking up current rates separately interrupts invoice review and makes it harder to keep the context with the document.
- Retrieve current rates for a specified base currency.
- Keep the rate timestamp or retrieval context with the review.
- Reduce context switching during invoice checks.
Setup
Build it in a few focused steps.
- 1Connect Affinda and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to extract invoice currency details and retrieve current rates for your chosen base currency as a reference.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real invoice and confirm the selected base currency.
Questions about this workflow
Does a live rate snapshot give the invoice's historical rate?
No. It provides current exchange rates. Use a historical rate action when you need a past date.
Can it convert the invoice total?
This workflow retrieves rates as context. Ask for a conversion workflow if you need a specific amount converted.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to CurrencyScoop. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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