Add the invoice date's exchange rate to your review
Give finance reviews a clear reference rate for the date printed on the invoice.
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
When someone asks why an older invoice was valued a certain way, finding its date-specific reference rate takes extra steps.
- Attach a date-specific rate reference to invoice review.
- Make the base currency explicit.
- Flag missing dates or currencies for follow-up.
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 the invoice date and currency, retrieve the historical rate for your specified base currency, and report missing inputs.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real invoice and confirm the date and base currency in the report.
Questions about this workflow
What base currency will the rate use?
Name the base currency in your automation instruction so the rate is interpreted consistently.
Does this convert the invoice total?
This workflow retrieves a historical rate reference. Use a historical conversion workflow when you also need to convert a specific amount.
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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