Reconcile invoice amounts using the rate for their date
Keep historical comparisons grounded in the date that matters by converting invoice amounts with a specified past rate.
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
Using today's rate to compare an older invoice can create a misleading reconciliation and trigger extra manual investigation.
- Use the invoice date as the basis for a historical conversion.
- Support clearer period comparisons and reconciliation reviews.
- Keep the amount, currencies, and date together in one request.
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 invoice reconciliation.
- 3Describe in one instruction how to take the invoice amount, source currency, target currency, and invoice date and request a historical conversion.
- 4Choose the webhook trigger that receives invoice details and select a report channel.
- 5Test with one real dated invoice example and review the converted result.
Questions about this workflow
What information must the webhook provide?
The request needs an amount, source and target currencies, and the historical date to use. If any value is absent, Notis should flag it instead of guessing.
Can this update an accounting record?
This package uses CurrencyScoop's historical conversion action. It does not claim to write to an accounting system or modify Agile CRM.
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
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