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Understand how client currency rates have moved

Get a compact view of exchange-rate movement over a chosen date range for currencies connected to your Agiled client work.

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 can hide meaningful movement across the period you are reviewing.

  • Review rate movement across a date range.
  • Focus the report on currencies tied to client work.
  • Use trend context for planning discussions.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and CurrencyScoop once in the Notis portal.
  • 2Create an automation in the portal or tell Notis in plain language.
  • 3Ask Notis to identify relevant client currencies and summarize CurrencyScoop timeseries rates for a defined period and base currency.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real client context and a date range.

Questions about this workflow

Can this forecast future rates?

No. The timeseries action retrieves historical rates for a period. It does not provide a forecast.

What if I need a particular comparison period?

Include the start date, end date, and base currency in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to CurrencyScoop. A trigger fires from one place; an action lands in another.

Agiled 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.

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

When this happens · Trigger

Do this · Action

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