Turn recurring wallet reviews into Salesforce follow-ups
Give Notis the wallets, review criteria, and Salesforce records to use. It checks on your schedule and creates a task when action is needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Recurring wallet checks are easy to postpone, and actionable findings can disappear before anyone follows up.
- Run recurring checks without restarting the research by hand.
- Create tasks only when your defined condition is met.
- Include the observed result in the follow-up context.
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 wallets, network, review criteria, Salesforce record, and task details in one instruction.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real wallet and confirm both the result and task.
Questions about this workflow
Will it create the same task every run?
Define how Notis should handle an existing or repeated finding. Reliable duplicate prevention requires a clear matching rule and available Salesforce data.
Can it notify me when nothing needs attention?
Run reports can go to the channel you choose. Specify whether you want routine no-action results reported.
What data should I provide?
Provide the wallet addresses, network, condition to check, and the Salesforce 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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