Review expenses with the rate from their transaction date
Ask Notis to convert expense amounts using their transaction dates, so historical reviews carry a clear rate context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert Currency with Historical Support
Converts an amount between currencies using current or historical exchange rates.
Why this helps
Using today's rate for an older expense can distort a retrospective cost review.
- Tie converted amounts to the supplied transaction date.
- Keep reporting currency consistent across expenses.
- Make historical expense reviews easier to follow.
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 review Agiled expenses and convert each amount to your reporting currency using its transaction date.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real expense that has a date and currency.
Questions about this workflow
What if an expense has no transaction date?
The historical conversion needs a date. Ask Notis to flag undated expenses rather than assume a rate date.
Can I use this for a one-time review?
Yes. You can start an automation from an HTTP webhook, or use the scheduled trigger for a recurring review.
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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