Review historical policy amounts with the rate for that date
When a client asks about an older amount, submit the policy context, currencies, and date to get a historically grounded conversion.
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
A current conversion can misrepresent an older policy amount when the question is about what it was worth at the time.
- Use a past date for historical conversion.
- Keep the original amount and policy context with the result.
- Make historical client reviews easier to explain.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to convert the submitted policy amount from its source currency to the destination currency using the submitted historical date, and report any missing details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real historical example that includes amount, both currencies, and a date.
Questions about this workflow
What details are required for a historical conversion?
Provide the amount, source currency, destination currency, and date. The action supports real-time or historical rates.
Does Agencyzoom automatically send old policy records?
No Agencyzoom trigger events are listed. A webhook request starts the workflow, and the request should include the record details to review.
Can this establish the exact amount charged at the time?
It provides a historical rate conversion. It does not establish any insurer's exact transaction rate, fees, or accounting treatment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to CurrencyScoop. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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