Understand a prospect's wallet activity before your next conversation
Get the on-chain context you need without leaving your CRM workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Combined Database Query
Queries real-time and historical blockchain data across supported networks.
Why this helps
Preparing for a prospect call can mean switching tools and piecing together wallet activity by hand.
- Combine historical and recent blockchain data in one query.
- Keep the prospect's wallet and chain context together with the run report.
- Reduce manual research before a sales conversation.
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 use the incoming prospect wallet and chain details to summarize relevant recent and historical activity with Bitquery.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real prospect example that includes a wallet address and chain.
Questions about this workflow
What should the webhook include?
Include the wallet address and blockchain network. Add a prospect identifier or call context if you want those details reflected in the report.
Can this report include both older and current activity?
Yes. The combined database query action is intended for requests that need historical and up-to-the-second data in one request.
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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