Create a historical rate reference on a schedule
Keep a dated exchange rate lookup on hand for recurring reviews that need a specific historical reference.
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
Finding the rate for a past date during a finance review takes extra steps and can interrupt your focus.
- Retrieve historical rate data for a specified date.
- Use a base currency named in the instruction.
- Send the lookup result to a consistent report channel.
Setup
Build it in a few focused steps.
- 1Connect CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis the historical date and base currency to look up, and how to present the returned rates.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real historical date and confirm the result includes the currencies you need.
Questions about this workflow
Can the workflow choose the historical date automatically?
Give Notis a date or a clear date rule in your instruction. If the intended date cannot be determined, it should report that rather than invent one.
How far back can the lookup go?
The action description states that historical exchange rate data is available for past dates going back to 1996.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to CurrencyScoop. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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.
Connect any two apps with Notis in the middle.
Hubspot and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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