Give portfolio review a reliable daily reminder
Start the day with a Salesforce task that points to the portfolio details your team should review.
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
A portfolio check can get skipped when it depends on remembering to open another app and create a follow-up.
- Create a dependable recurring review prompt.
- Keep portfolio review follow-up in Salesforce.
- Reduce the steps between checking positions and tracking next actions.
Setup
Build it in a few focused steps.
- 1Connect Alpaca and Salesforce once in the Notis portal.
- 2Create an automation named Daily Alpaca portfolio review.
- 3Tell Notis to review the available Alpaca portfolio information and create a Salesforce task with a brief checklist and any supplied observations.
- 4Choose a recurring schedule and where run reports should go.
- 5Run once with real portfolio data and confirm the task is useful.
Questions about this workflow
Does this task include live portfolio data?
Only if Notis can access the relevant Alpaca information through the connected app context. Otherwise, the task can serve as a reminder without portfolio observations.
Can Notis decide what counts as a change?
Only when you supply a comparison period or baseline and a clear rule. Without those, the task should summarize available information without claiming a change.
Can it create a Salesforce task every day?
Yes. Choose a recurring schedule in the automation setup and set the cadence that fits your review process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Salesforce. A trigger fires from one place; an action lands in another.
Alpaca 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.
Alpaca and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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