Review invoice amounts against historical rates
Use the invoice date to look up the exchange rate that applied for a historical comparison.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Historical Exchange Rates
Retrieves exchange rates for a past date.
Why this helps
Rechecking an old invoice with today's rate can distort the original cost context.
- Use invoice context to request a historical rate.
- Keep the invoice date visible in the report.
- Avoid using today's rate for a past-date comparison.
Setup
Build it in a few focused steps.
- 1Connect Agenty and CurrencyScoop once in the Notis portal.
- 2Create an automation and name it for invoice rate lookup.
- 3Tell Notis to use Agenty to read the invoice date, amount and currency from the provided page or details, then retrieve the historical CurrencyScoop rate for that date and base currency.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real invoice and verify its date and currency.
Questions about this workflow
Does this replace accounting records?
No. It provides a historical rate lookup for review and leaves accounting treatment to your existing process.
What if the invoice date is not available?
Notis should report that the date is missing rather than guess which historical rate to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to CurrencyScoop. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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