See how sales currencies moved over time
Review a defined period of exchange rate movement before planning international sales conversations or reviewing performance.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Timeseries Exchange Rates
Retrieves exchange rates across a date range.
Why this helps
A single current rate hides the movement behind it, making it harder to discuss international sales changes with context.
- Review rate movement across a defined period.
- Bring currency context into sales planning conversations.
- Avoid manually assembling multiple historical rate checks.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for sales currency trends.
- 3In one instruction, specify the currencies, base currency, and date range to analyze using CurrencyScoop timeseries rates.
- 4Choose a recurring schedule trigger and select a report channel.
- 5Test with one real period and verify the returned range and currencies.
Questions about this workflow
Can Notis infer the date range?
Specify the date range or a clear relative period in the instruction. The automation needs a defined start and end date for timeseries data.
Does this prove why a sales amount changed?
No. Timeseries rates provide historical exchange rate data. Explaining business causes requires additional evidence beyond the rate series.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to CurrencyScoop. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business CurrencyScoop.