Reconcile invoices with historical currency rates
Check what an invoice amount was worth on the date it was paid, without looking up rates by hand.
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
Invoice reconciliation gets slow when you have to find the right historical rate and redo the conversion for each payment.
- Use the rate for the supplied date rather than today's rate.
- Keep the amount, currencies, date, and conversion result together in a run report.
- Start the lookup by sending a request to a Notis webhook.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and CurrencyScoop once in the Notis portal.
- 2Create an automation with a name and a prompt describing the invoice conversion outcome.
- 3Tell Notis to convert the supplied amount between the supplied currencies using the supplied payment date, and report the result.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real invoice amount and payment date.
Questions about this workflow
What details should the webhook request include?
Include the amount, source currency, destination currency, and the payment date you want to use.
Does this use today's exchange rate?
This workflow uses the historical conversion action with the date supplied in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to CurrencyScoop. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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