Start your day with the rates your pipeline needs
Get a scheduled rate snapshot for your chosen base currency, ready when you review international opportunities in Affinity.
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
Rates scattered across tabs add friction when reviewing a pipeline with deals in multiple currencies.
- Review current rates as part of a recurring pipeline routine.
- Choose the base currency relevant to your reporting.
- Reduce repeated manual rate checks.
Setup
Build it in a few focused steps.
- 1Connect Affinity and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to retrieve latest rates for your chosen base currency and summarize the currencies relevant to your pipeline review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the base currency and report are useful.
Questions about this workflow
Does the schedule automatically detect every currency in Affinity?
Only if the connected data available to the automation provides those currencies. Otherwise, name the currencies you want summarized in your instruction.
Does this workflow convert deal amounts?
No. It retrieves latest exchange rates for a specified base currency. Use a conversion action when you need to convert a particular amount.
Can I change how often the report runs?
Yes. Choose the recurring schedule when selecting the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to CurrencyScoop. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business CurrencyScoop.