Review a Historical Rate at a Work Milestone
Bring a dated exchange rate into a task review without switching tools to look it up.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get Historical Exchange Rates
Tool to retrieve historical exchange rate data for past dates going back to 1996. Use when you need to access exchange rates for a specific historical date with a base currency.
Why this helps
When reviewing a task tied to a past quote or transaction, finding the rate for the relevant date adds an avoidable context switch.
- Retrieve a rate for a specific past date.
- Keep the rate lookup attached to a milestone run.
- Make the date and base currency explicit in the report.
Setup
Build it in a few focused steps.
- 1Connect Asana and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe the outcome in one instruction, specifying the section milestone and where the date and base currency should come from.
- 4Choose Asana's Task Moved to Section trigger, then choose where run reports should go.
- 5Test by moving a real task that provides a historical date and base currency.
Questions about this workflow
Can the workflow infer which historical date to use?
Only if the prompt identifies a date available in the task context. Otherwise, supply the date or have Notis report that it is missing.
Does this provide a rate for every date in a range?
No. This action retrieves historical exchange rate data for a past date. Use the timeseries action for a date range.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to CurrencyScoop. A trigger fires from one place; an action lands in another.
Asana triggers
CurrencyScoop actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Currency
Tool to perform a single currency conversion from one currency to another for a specified amount. Use when you need to convert a specific amount between two currencies using mid-market rates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Currencies
Tool to retrieve all supported currencies including their names and countries. Use when you need information about available currencies, either fiat or crypto.
Attachment Added to Task
Triggers when an attachment is added to a task.
Get Historical Exchange Rates
Tool to retrieve historical exchange rate data for past dates going back to 1996. Use when you need to access exchange rates for a specific historical date with a base currency.
New Comment on Task
Triggers when a comment is added to a task in a project.
Get Latest Exchange Rates
Tool to get real-time exchange rates for all supported currencies with a specified base currency. Use when you need current exchange rates for currency conversions or financial calculations.
New Task Created
Triggers when a new task is created in a project.
Get Timeseries Exchange Rates
Tool to retrieve historical exchange rates for a given time period between start and end dates. Use when you need exchange rates for multiple dates in a date range for trend analysis or historical comparisons.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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