Bring historical rates into completed task follow-up
Use task completion as a cue to retrieve a historical rate for the date relevant to your work.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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 rate research often gets separated from the task that prompted it.
- Retrieve a historical rate after task completion.
- Specify the date and base currency in plain language.
- Keep the task and rate lookup in one automation run.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and CurrencyScoop once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to retrieve historical rates for the date and base currency you specify when a task completes.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real task completion.
Questions about this workflow
Will the workflow know which date to look up?
Only if the date is included in the trigger data or you specify the date rule in your instruction. Otherwise, provide the date yourself.
Can this retrieve a rate for a past date?
Yes. CurrencyScoop's historical rates action supports past dates going back to 1996.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to CurrencyScoop. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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