Review a deal value using the rate from its date
For retrospective reconciliation, convert a deal amount using its original date and currencies, then receive the result alongside the run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert Currency with Historical Support
Converts an amount between currencies using current or historical exchange rates.
Why this helps
Retrospective deal comparisons can become misleading when the original amount is converted at today's rate.
- Use a deal date when reviewing a past amount.
- Keep the amount, currencies, and date together in the result.
- Support more consistent retrospective comparisons.
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 convert the supplied deal amount between its currencies using the deal's specified date.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal amount and date.
Questions about this workflow
Where does the deal date come from?
The date must be available in the information used for the run or specified in your instruction. If it is missing, provide it before relying on a historical conversion.
Can this convert using a live rate instead?
Yes. The selected action supports real-time or historical exchange rates. State which one the run should use.
Will this alter the Affinity deal record?
The selected action converts an amount. This workflow reports the result and does not claim to edit Affinity.
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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