Keep weekly market observations with the right Salesforce record
Collect the market observations you care about and leave a readable record for the next review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Market context is hard to find later when observations are scattered across dashboards and personal notes.
- Keep recurring market observations in one Salesforce record.
- Make the review easier to scan later.
- Avoid manually copying selected observations into CRM notes.
Setup
Build it in a few focused steps.
- 1Connect Alpaca and Salesforce once in the Notis portal.
- 2Create an automation named Weekly Alpaca market review.
- 3Tell Notis to summarize the available Alpaca market data for your chosen symbols and create a Salesforce note on the record you specify.
- 4Choose a weekly schedule and where run reports should go.
- 5Run once with real data and confirm the note includes only available observations.
Questions about this workflow
Which symbols will it review?
Name the symbols in your instruction. Notis can summarize only data available through the connected Alpaca context.
Will it compare this week with last week?
Only if the necessary historical data is available and your instruction defines the comparison. Otherwise, it can summarize the current review's observations.
Where does the Salesforce note go?
Specify the Salesforce record to attach it to in your instruction. The action requires an identifiable parent record.
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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