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Notis

Request a currency trend report when your system needs one

Send an HTTP request to Notis when a review is needed, then get historical rates for the period and currencies in your instruction.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Ad hoc currency analysis can mean repeated setup and context gathering each time.

  • Start an on-demand rate trend run with an HTTP request.
  • Specify the rate period and base currency in plain language.
  • Route run reports to a channel you already use.

Setup

Build it in a few focused steps.

  • 1Connect CurrencyScoop 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 and summarize a timeseries for the period and base currency you specify.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test by sending one real HTTP request to the webhook.

Questions about this workflow

Can the request supply the period dynamically?

Only if the webhook payload contains it and your instruction tells Notis how to use it. Otherwise, specify a fixed period.

What does the action return?

It retrieves historical exchange rates across a start and end date for trend analysis or comparison.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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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