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Start your regular review with current currency rates

Have a concise rate reference ready at the start of your chosen review cadence.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Latest Exchange Rates

Retrieves the latest available exchange rates.

Why this helps

Repeatedly gathering the same live rates adds friction to regular finance reviews.

  • Get a recurring current-rate reference.
  • Keep the base currency consistent across reviews.
  • Include invoice currency context available through Affinda.

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 retrieve current rates for your selected base currency and include relevant invoice currency context available through Affinda.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real example and confirm the currencies and report timing.

Questions about this workflow

What schedule should I choose?

Choose the cadence that matches your review routine, such as a weekly finance review.

Will it include invoices automatically?

The automation can use document context available through Affinda. Specify which documents or period to review in your instruction.

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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