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Resolve backdated charge questions with historical rates

Give agents the exact date-based rate needed for a fair explanation.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

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

Dispute handling stalls when nobody can verify the rate used on the charge date.

  • Date-specific evidence
  • Fewer manual lookups
  • Clearer dispute responses

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and CurrencyScoop once in Notis.
  • 2Create an automation and describe the dispute outcome.
  • 3Tell Notis to extract the charge date and currencies, then retrieve the historical rate.
  • 4Choose New Zendesk Ticket as the trigger and select a report channel.
  • 5Test with one dated billing dispute.

Questions about this workflow

What if no charge date is provided?

Have Notis report the missing date so an agent can request it.

How far back can CurrencyScoop search?

Its historical action supports dates going back to 1996.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to CurrencyScoop. A trigger fires from one place; an action lands in another.

Zendesk 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

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

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

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

Connect any two apps with Notis in the middle.

Zendesk and CurrencyScoop, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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