Review relevant leads with on-chain context
Have Notis find leads using criteria you specify, then check wallet or contract details that are available on each lead or supplied in your instructions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Lead reviews can mean switching between CRM records and blockchain research, with no simple view of which records need attention.
- Start from a defined Salesforce lead list.
- Review only blockchain details that are available or supplied.
- Send a concise run report highlighting records that meet your criteria.
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 Salesforce lead criteria, where wallet or contract details come from, the Alchemy query, and how qualifying results should be summarized.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real lead and confirm the returned fields support the review.
Questions about this workflow
Can Salesforce leads be queried flexibly?
The Salesforce list action supports SOQL-based filtering, sorting, and field selection. State the lead criteria and needed fields in your instruction.
What if leads have no wallet address?
Specify whether to skip those leads or report that the required address is missing.
Does this update the lead records?
This workflow lists leads and reports review findings. Any Salesforce update would require a separately specified supported action.
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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