Review exchange rate trends on a schedule
See how selected currency rates moved over a useful period, in a report you can review when planning your pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Currency movement can be easy to overlook when planning around international deals, especially when checking rates requires a separate manual routine.
- Review rate movement across a date range instead of a single snapshot.
- Use currencies and a base currency named in your instruction.
- Keep a recurring trend review in your chosen 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 which base currency and currencies to review, the date range to use, and how to summarize the returned timeseries rates.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real date range and confirm the selected currencies are supported.
Questions about this workflow
Does this identify which deals are exposed to those currencies?
No. CurrencyScoop returns rate data. To connect the trend to specific deals, deal values and currencies must be supplied from a source that provides them.
Can I choose the date range?
Yes. State the range you want in your instruction and set a recurring schedule for the workflow.
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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