Refresh rates for finance tagged tasks
A finance tag can start the data check automatically.
Trigger
Task Tag Updated
Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.
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
Tagging a task for finance review often creates another manual lookup step.
- Start reviews faster
- Standardize finance triage
- Reduce forgotten lookups
Setup
Build it in a few focused steps.
- 1Connect ClickUp and CurrencyScoop in Notis.
- 2Create an automation that fetches latest rates when a finance related tag is added.
- 3Pick the ClickUp Task Tag Updated trigger.
- 4Choose the report destination and test by adding one matching tag.
Questions about this workflow
Can removed tags trigger a review?
Yes, ask Notis to report tag removal or limit action to tag additions.
Which currencies are fetched?
Specify the base currency and requested quote currencies in the automation prompt.
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.
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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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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No card. Works with personal or business CurrencyScoop.