Convert invoice amounts using the rate for their date
Keep invoice comparisons grounded in the rate for the invoice date, not today's exchange rate.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert Currency with Historical Support
Converts an amount between currencies using current or historical exchange rates.
Why this helps
Using a current rate to review an older invoice can make past amounts look different from their original value.
- Use a date-specific rate for invoice review.
- Keep the invoice date and converted total together.
- Avoid manually looking up past rates.
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, total, and currency, then convert the total to your chosen currency using the invoice date when available.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real invoice whose date and currency are visible.
Questions about this workflow
What if the invoice date is missing?
Ask Notis to flag the missing date and avoid presenting a date-specific conversion as verified.
Can it use today's rate instead?
Yes. The instruction can specify a fallback to a current conversion when you want one.
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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