Find the exchange rate for a contract date
When reviewing past contract terms, retrieve the historical rate for the relevant date and base currency in one focused report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Historical Exchange Rates
Retrieves exchange rates for a past date.
Why this helps
Finding the right historical rate separately from contract context slows down reviews and makes references harder to track.
- Retrieve a historical rate for a supplied date.
- Keep the base currency explicit in the report.
- Bring date-specific currency context into contract review.
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 retrieve CurrencyScoop historical rates for the contract review date and base currency, using relevant Agiled client context.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real contract date and verify the base currency.
Questions about this workflow
Can the workflow find the contract date automatically?
It can use contract context available from Agiled, but if the date is unavailable, provide it in your instruction or webhook request.
Does this determine which rate should be used for accounting?
No. It retrieves historical rate data. Your accounting policy determines which rate is appropriate.
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.
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.
Agiled and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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