Add on-chain context to opportunity reviews
Set the opportunity criteria and the blockchain data to review. Notis can produce a concise recurring report for the opportunities with usable contract or wallet context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Opportunity reviews often pull people into several tools to assemble context that should be ready before the discussion.
- Review a defined set of Salesforce opportunities on a recurring schedule.
- Use specified contract or wallet data as additional context.
- Surface missing addresses or unavailable analytics in the report.
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 opportunity criteria and fields to retrieve, how to identify related addresses or contracts, and which Alchemy analytics to check.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real opportunity and check that the required context is available.
Questions about this workflow
Can it infer a contract from an opportunity name?
Do not rely on an inferred address. Provide the address or specify a reliable Salesforce field or source containing it.
Can it change opportunity stages?
This workflow retrieves opportunities and reports findings. It does not change stages.
Can it compare analytics to prior runs?
Only when prior results are available. Otherwise, the report should describe the current returned data.
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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