Turn an on-chain partner review into a contact
Use returned blockchain data as research context, then create a contact from identity and account details you supply.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Research notes and partner contact details often arrive separately, making it easy to lose the relationship context.
- Keep partner research and contact details together.
- Create contacts only when the supplied identity details are sufficient.
- Associate the new contact with a Salesforce account when identified.
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 check, partner qualification criteria, contact details, account association, and what to do if details are missing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real partner example and verify the contact.
Questions about this workflow
Can blockchain data supply the person's name and email?
Do not assume so. Provide the contact identity and any required contact fields in the request or another available source.
Can the contact be attached to an account?
Yes, if your instruction identifies a valid Salesforce account.
Will every webhook request create a contact?
Only if your instruction's criteria are met and the required contact information is available.
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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