Look up historical market rates
Compare a new market against the rate context your planning notes already reference.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
Historical comparisons take too long when dates and currencies are scattered across onboarding details.
- Support evidence based market reviews
- Preserve a specific comparison date
- Reduce manual historical searches
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CurrencyScoop in Notis.
- 2Create an automation asking Notis to use the organization's stated date and base currency for a historical rate lookup.
- 3Pick New Organization Received as the trigger.
- 4Choose a report channel and test with one dated organization record.
Questions about this workflow
What data must the organization provide?
A specific date and base currency are required for the historical lookup.
Can the workflow compare multiple dates?
Use the timeseries action for a date range when multiple dates are required.
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.