Review historical wallet activity across pipeline accounts
Give pipeline research a predictable rhythm with a report of historical on-chain activity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Archive Database Query
Queries historical blockchain data from an archive database.
Why this helps
Pipeline reviews often miss useful historical context because wallet research is done inconsistently or too late.
- Use the archive database for full historical blockchain data.
- Review multiple wallet details supplied in CRM context in a scheduled run.
- Get a repeatable report for pipeline discussions.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Bitquery once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review historical activity for the pipeline wallet addresses and networks available in the supplied CRM context, and flag material findings.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real account's wallet details and verify the report scope.
Questions about this workflow
Does the archive database return the latest transactions immediately?
Archive data can be delayed by tens of minutes to hours, so it is suited to historical reviews rather than immediate alerts.
Where do the pipeline wallet addresses come from?
Provide the wallet addresses and networks in the automation's available context. The workflow does not create or map CRM fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Bitquery. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Bitquery actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Database Query
Queries historical blockchain data from an archive database.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Combined Database Query
Queries real-time and historical blockchain data across supported networks.
Conditional Metrics Snippet
Generates a metric snippet with conditional logic.
Database Selection
Selects the database for a GraphQL request.
Early Access Program Query
Queries real-time blockchain data through an early access program.
Network Selection
Selects the blockchain network for a query.
Options Query
Retrieves available GraphQL dataset options.
Price Asymmetry Metric
Generates a PriceAsymmetry filter snippet for GraphQL queries.
Connect any two apps with Notis in the middle.
Agile CRM and Bitquery, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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