Build a monthly-close rate pack
Collect date-specific rates for close without a last-minute research sprint.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Month-end close becomes stressful when historical rates are gathered manually across sources.
- Support repeatable close work
- Reduce last-minute searching
- Centralize rate evidence
Setup
Build it in a few focused steps.
- 1Connect CurrencyScoop in Notis.
- 2Create an automation listing the accounting dates and base currency needed.
- 3Choose a monthly cron trigger.
- 4Select a report channel for the rate pack.
- 5Test with one prior close date.
Questions about this workflow
Can it retrieve several dates?
Run the historical action for each required date as described in the automation prompt.
Does it create accounting entries?
No, it returns rate data for your close process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to CurrencyScoop. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
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.
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.
Todoist and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business CurrencyScoop.