Turn an on-chain signal into a follow-up task
Ask Notis to check a contract or address and create a task for the right Salesforce owner when the result meets criteria you define.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Research findings can sit in a chat while the follow-up they call for never makes it onto the team's task list.
- Convert a specified finding into an actionable task.
- Include the source address and result in the task details.
- Keep follow-up attached to a Salesforce record.
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.
- 3Give one instruction with the addresses or contracts to check, your follow-up criteria, and the Salesforce record and task details to use.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the resulting task.
Questions about this workflow
Can I define a threshold or condition?
Yes. State the condition in your instruction and ensure the required data is available from the Alchemy query.
Does this monitor continuously?
No. A webhook starts each review. Alchemy exposes no trigger events here.
What if the request does not identify a Salesforce record?
The instruction should ask Notis to report that it cannot safely create the task without a clear record and task context.
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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