Find the rate for the expense date
Use the receipt date as the starting point for currency context during expense review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Searching for the rate that applied on a purchase date adds another step to an already detail-heavy review.
- Retrieve a historical rate tied to the expense date.
- Reduce separate research during receipt review.
- Give follow-up questions a consistent point of reference.
Setup
Build it in a few focused steps.
- 1Connect Writer and CurrencyScoop to Notis once in the portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Ask Notis to use the transaction date and base currency from the Writer expense note to retrieve that day's historical rates and report the relevant one.
- 4Select an incoming webhook trigger and choose a run-report channel.
- 5Submit one real expense review and check the reported date and currencies.
Questions about this workflow
Which date does it use?
The prompt can direct Notis to use the transaction or receipt date written in the expense note.
Is this a reimbursement approval?
No. The workflow retrieves rate context to support a human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Writer to CurrencyScoop. A trigger fires from one place; an action lands in another.
Writer 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.
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.
Writer and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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