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Gather rate history for market reports

Give each recurring report review a consistent view of exchange rate movement.

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

Report review gets slower when nobody remembers which rate period the analysis should cover.

  • Retrieve rates for a defined start and end date.
  • Support historical comparisons in market reports.
  • Keep analysis periods explicit.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and CurrencyScoop once in the Notis portal.
  • 2Create an automation that reads a report's date range and retrieves timeseries rates for the relevant currencies.
  • 3Pick a recurring Notis schedule as the trigger.
  • 4Choose where run reports go, then test with one report and period.

Questions about this workflow

Can it infer a reporting period?

Use a period specified in the automation instruction or available in the report content.

Does this action summarize the report?

It retrieves rates over a date range. The automation can analyze returned data in the context of the report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agility cms 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.

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

When this happens · Trigger

Do this · Action

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