Check a currency trend when important Salesforce data changes
When a monitored record changes, ask Notis to retrieve rates across a period and summarize the trend for your report.
Trigger
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.
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
A record update can affect a decision, but checking how rates moved over time is easy to defer.
- Retrieve rates across a date range after a monitored change.
- Use Notis to summarize the returned timeseries.
- Keep the currencies and period explicit in your instruction.
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, specify the base currency, period, and currencies of interest, then ask Notis to summarize the returned trend.
- 4Pick Salesforce Record Updated (Generic SObject) and select the SObject type and monitored fields for the trigger.
- 5Choose a report channel and test with one real monitored record change.
Questions about this workflow
Can Notis decide which record fields to monitor?
The Generic SObject trigger requires an SObject type and monitored fields to be selected as part of the trigger setup.
Will this compare the trend against our internal baseline?
Only if you provide a baseline. CurrencyScoop returns rates for the requested period; it does not supply your business targets.
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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