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    Daily exchange-rate history

    Every day it fetches the US dollar exchange rates and stores one row per date in a Data Store, ready for reports and reconciliations.

    Everything is created inactive in a new folder of your account. Nothing runs until you activate it, and you can undo it for 24 hours.

    Workflow diagram: Daily exchange-rate history

    What it does

    A scheduled workflow that fetches a public exchange-rate API every day (USD base), keeps the currencies you care about and stores one row per date in a Data Store. Over time you build your own history for reports, dashboards or converting amounts at the daily rate.

    What you need: nothing else. The API used requires no key. You can change the currencies in the Elegir divisas node.

    How to use it: install the template, review the schedule and activate the workflow.

    How to set it up

    1. 1

      Adjust the currencies

      In the Elegir divisas node add or remove fields using the {{rates.XXX}} pattern (for example {{rates.MXN}}).

    2. 2

      Run it once

      Run the workflow manually and open the tipos_cambio Data Store: a row with the current date should appear.

    3. 3

      Activate the workflow

      Workflows are installed inactive. Once everything is set, activate it.

    Try it in under 5 minutes

    Create the template in your account, connect your credentials and activate it when you are ready.

    Use this template