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Check the rate that applied on a specific date

For retrospective deal reviews, retrieve the exchange rates for the date and base currency you specify, then receive the result in a run report.

Trigger

Recurring schedule

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

Action

Get Historical Exchange Rates

Retrieves exchange rates for a past date.

Why this helps

A current rate cannot explain what a foreign-currency deal was worth on an earlier date.

  • Review date-specific rates for retrospective analysis.
  • Keep the requested date and base currency explicit.
  • Avoid substituting today's rate in an earlier deal review.

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 historical exchange rates for the specified date and base currency relevant to your review.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real past date and confirm the returned rates match the intended review.

Questions about this workflow

Which date will it look up?

Specify the historical date in the automation instruction or make the date available in the data used for the run. The action retrieves rates for a specific past date.

Can a schedule choose the date automatically?

The trigger supplies a recurring schedule, not a date rule by itself. State the date selection rule in your instruction and make sure the needed date is available.

Does it retrieve a time series?

No. This action retrieves historical rates for a specific date. Use the timeseries action for a date range.

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.

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.

Affinity and CurrencyScoop, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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