Turn a wallet activity request into a Salesforce note
Send Notis a wallet and record to review. It checks available Ethereum data through Alchemy and leaves the useful summary beside the Salesforce record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Wallet research can get separated from the account or opportunity it is meant to inform.
- Keep blockchain research beside the relevant Salesforce record.
- Capture the wallet, query scope, and findings in one note.
- Use a webhook request when a specific review is needed.
Setup
Build it in a few focused steps.
- 1Connect Alchemy and Salesforce once in the Notis portal.
- 2Create an automation in the portal, or tell Notis in plain language from any channel.
- 3In one instruction, specify the wallet, the Alchemy data to check, the Salesforce record, and what the note should include.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real wallet and Salesforce record.
Questions about this workflow
Does this run whenever a wallet changes?
No. Alchemy has no trigger events in this setup. A webhook request starts each run.
What should I include in the request?
Include the wallet address, network, query scope, and Salesforce record ID or another clear way to identify the record.
Will it make claims from missing data?
The instruction should ask Notis to report only returned data and identify anything unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alchemy to Salesforce. A trigger fires from one place; an action lands in another.
Alchemy triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Alchemy and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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