Check historical rates in new notes
Verify past pricing discussions with the rate data they referenced.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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
Reconstructing old exchange rates by hand slows down deal and invoice reviews.
- Validate historical assumptions
- Support cleaner retrospectives
- Reduce manual date based searches
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CurrencyScoop in Notis.
- 2Create an automation asking Notis to read a stated date and base currency from each new note, then retrieve historical rates.
- 3Select New Note Received as the trigger.
- 4Choose a report destination and test with one dated note.
Questions about this workflow
What if the note has no date?
Notis can report that a date is required before the historical lookup can run.
How far back can CurrencyScoop look?
The available historical action supports dates going back to 1996.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to CurrencyScoop. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive 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.