If a company works on contracts in dollars, euros or yuan but invoices in rubles, the manager opens the Central Bank site every time, copies the rate and recalculates the amount by hand — with typos and stale values. Roboteka robots pull the official Central Bank of Russia rate straight into the business process: they write the rate for the needed date into a deal field, convert an amount between currencies, and return the key rate for calculating penalty interest.
Where in a deal do I need a currency rate?
Typical scenarios: a contract in foreign currency — an invoice in rubles at the Central Bank rate on the payment date; a supplier's price list in yuan — the purchase cost in rubles in a deal field; a contract with penalties — a percentage of the key rate per day of delay. The common requirement is one: the rate must be official, for a specific date, and land in the deal field automatically — then the amount on the invoice, the printed form and the report all match, and if there's a dispute with the client there's a date and a source for the rate. On substituting deal fields into printed forms, see the article on document templates.
Why is this hard with stock tools?
Bitrix24's CRM settings have a list of currencies and their rates, but that's a single shared value someone has to update by hand; you can't get the rate "as of the deal date" from it. There's no stock robot for "take the Central Bank rate for a date". Home-grown integrations through webhooks and third-party services need a developer and break when the response format changes. The catalog robots install like an ordinary app and appear in the workflow designer's action list: currency and date on input, values ready to write into fields and variables on output.
How do I get the Central Bank of Russia rate for a date?
Central Bank of Russia exchange rate. Input: a currency code — USD, EUR, CNY, GBP and others from the Central Bank list; the rate date in DD.MM.YYYY or YYYY-MM-DD format, today by default. Outputs: the rate to the ruble, the rate per single unit of currency, the denomination, the rate date and a "currency found" flag (Y/N). For formulas use the "rate per 1 unit" specifically: the yen has a denomination of 100, and its "rate to the ruble" is quoted per hundred. The Central Bank sets rates on business days — on a day off the currently effective rate is returned. It's worth checking the Y/N flag with a condition: if the data is unavailable the process takes a notification branch rather than writing an empty value into the deal. Where to write it: a numeric deal field "Rate on the invoice date", after which the amount is calculated by the next robot.
How do I convert an amount from one currency to another?
Currency conversion at the Central Bank rate does the whole calculation. Input: the amount, the source currency (USD by default), the target currency (RUB by default) and the rate date (today by default). The conversion goes through the ruble at the official rates, so cross-rates work too: USD → EUR is calculated without manual formulas. Outputs: the result to two decimal places, the rate used and the rate date. Example process: a deal moves to the "Issue invoice" stage → the robot converts the contract amount from USD to rubles for today → the result is written into the "Invoice amount" field and goes to invoice approval.
How do I get the key rate for penalty interest?
Central Bank of Russia key rate returns the official Bank of Russia rate. There's one input — a date, today by default. If there's no publication for the requested date — a weekend or a holiday — the robot takes the last effective rate. Outputs: the rate as a percentage, the Central Bank record date it was set for, and a "found" flag (Y/N). A typical calculation: penalty interest for delay as 1/300 of the key rate per day — the chain "key rate → percentage of a number → write to a field" closes the task without tables and manual tracking of rate changes. The record date in the response shows the day from which the value is in effect — worth saving next to the penalty calculation.
Bottom line
The rate for a date — Central Bank of Russia exchange rate; converting an amount — Currency conversion at the Central Bank rate; the rate for penalties — Central Bank of Russia key rate. All three also return the date the value is in effect for — write it into the deal next to the amount so the calculation can be verified. The financial robots are collected in the finance category. No fit for your need — describe the task, we build the robot for free.