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Add live currency context to workstream closeout

Close a workstream with a current rate snapshot for whoever reviews it later.

Trigger

List Deleted

Triggers when a List is deleted.

Action

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.

Why this helps

List deletion can end a workstream before its final financial context is captured.

  • Improve archive handoffs
  • Capture final context
  • Reduce closeout gaps

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and CurrencyScoop in Notis.
  • 2Create an automation that fetches latest rates for the currencies used by a List before its closeout report.
  • 3Pick the ClickUp List Deleted trigger.
  • 4Choose the report destination and test with a disposable List.

Questions about this workflow

Can this identify the deleted List's currencies?

Only if that information is available in the event context or your retained naming and reporting conventions.

Is the rate historical or current?

This workflow uses CurrencyScoop latest rates; specify a historical lookup if closeout requires an older date.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Clickup triggers

CurrencyScoop actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

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.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

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.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

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.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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