Turn a blockchain deal signal into an opportunity
Give Notis the contract or wallet to review and the deal context your team knows. It can create an opportunity when your stated criteria are met.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
A blockchain signal can prompt deal research, but the commercial context and required opportunity details usually live elsewhere.
- Combine returned blockchain data with commercial details you supply.
- Create an opportunity only when its required details are available.
- Record a traceable summary of the review in Salesforce.
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.
- 3Specify the Alchemy query, your deal criteria, the opportunity details and Salesforce account to use, and how to handle missing information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal review and verify the opportunity.
Questions about this workflow
Will Alchemy provide deal size or close date?
Do not assume it will. Supply commercial details such as amount, stage, and close date if your Salesforce process requires them.
Can it create an opportunity without an account?
Your instruction should identify the Salesforce account or define what to do when no matching account can be found.
What happens when criteria are not met?
Instruct Notis to report the result without creating an opportunity.
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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