Review campaigns with the market context you care about
Keep campaign planning grounded in the market signals you follow, with Notis assembling the returned Salesforce campaigns and Alpha Vantage data on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Campaign planning takes longer when market research and campaign records live in separate places.
- Bring campaign records and selected market information into one report.
- Prepare for a recurring campaign review without manually gathering data.
- Summarize only the campaign criteria and market context in your prompt.
Setup
Build it in a few focused steps.
- 1Connect Alpha Vantage and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for campaign review.
- 3Describe the market data, Salesforce campaign search, and review format in one instruction.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real example campaign query.
Questions about this workflow
Does this add contacts or leads to campaigns?
No. The Salesforce action lists campaigns. Adding members would require a different action and appropriate record details.
Can it judge campaign performance?
It can summarize the data returned by these actions. Campaign performance metrics may not be available from the listed search action, so provide a source for those metrics if needed.
Can I choose which tickers to track?
Yes. State the tickers and the market information you want in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpha vantage to Salesforce. A trigger fires from one place; an action lands in another.
Alpha vantage 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.
Alpha vantage and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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