Prepare a month-end historical exchange rate snapshot
Get the historical rate for your specified close date in a predictable run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Month-end review can get delayed when someone has to find and verify the rate for the close date by hand.
- Make the close-date lookup repeatable.
- Keep the requested base currency and date in the report.
- Spend less time searching for historical rates.
Setup
Build it in a few focused steps.
- 1Connect CurrencyScoop once in the Notis portal.
- 2Create a new automation in the portal or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to retrieve historical exchange rates for your specified base currency, close date, and target currencies.
- 4Pick a Notis schedule trigger and choose where run reports go.
- 5Test with one real close date and confirm the currencies in the result.
Questions about this workflow
Can the schedule determine the accounting close date?
Specify the date in your instruction or schedule the run for a date that corresponds to your close process.
How far back can the historical action retrieve data?
The listed CurrencyScoop action supports historical exchange rate data for past dates going back to 1996.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to CurrencyScoop. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business CurrencyScoop.