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Understand rate movement around your invoice currencies

Turn a date range of exchange rates into a short trend summary for the currencies you are reviewing.

Trigger

Webhook received

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

Action

Get Timeseries Exchange Rates

Retrieves exchange rates across a date range.

Why this helps

Checking rates one date at a time makes it difficult to see whether a currency moved steadily or sharply.

  • Review rates across a specified date range.
  • Summarize movement for currencies relevant to the documents.
  • Keep the chosen dates and base currency visible in the report.

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 relevant invoice currencies and summarize CurrencyScoop timeseries rates for your specified date range and base currency.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real invoice and a date range with available historical data.

Questions about this workflow

Can it determine the date range automatically?

Specify the start and end dates in your instruction, or provide them in the webhook request.

Does this calculate an invoice's accounting value?

It summarizes exchange rate movement. Define any accounting method or valuation rules separately if needed.

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.

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.

Affinda and CurrencyScoop, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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