Qualify a wallet review into a Salesforce lead
Pair an Alchemy check with the prospect details you supply. Notis can create a lead when your criteria are met and required Salesforce details are available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
A promising wallet review may lack a clear owner or next step, while blockchain data alone does not identify a prospect.
- Use on-chain data alongside prospect context you provide.
- Create a lead only when required details and criteria are satisfied.
- Keep the review tied to a Salesforce lead 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.
- 3In one instruction, provide the wallet query, prospect details, lead qualification criteria, and what to do if required details are missing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real review and verify the lead details.
Questions about this workflow
Can Alchemy identify the wallet owner?
Do not assume it can. Supply prospect identity and contact details yourself when they are needed to create a useful lead.
What fields are required to create a lead?
Salesforce requires its configured lead fields. Provide the details your Salesforce org requires, including a last name and company where applicable.
Can it skip unqualified reviews?
Yes. Specify the criteria and direct Notis to report the reason when they are not met.
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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