Find relevant outreach content while reviewing the market
Have Notis gather selected market data and the available Salesforce email templates before you plan your next market-related outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List email templates
Lists available email templates in salesforce with filtering and search capabilities.
Why this helps
Outreach planning can stall while you search for approved copy and check the market context separately.
- See available templates alongside a market review.
- Prepare outreach planning without hunting through Salesforce manually.
- Keep the workflow informational and ready for human review.
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 outreach planning.
- 3Describe the tickers to review, template search criteria, and report format in one instruction.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real example and verify the template list is relevant.
Questions about this workflow
Will this send an email?
No. It lists email templates for planning. Sending email is not one of the specified actions.
Can it pick the best template automatically?
Notis can summarize template results against criteria you specify, provided the template details are returned by Salesforce.
Does the market data show how a campaign performed?
No performance baseline is guaranteed by these actions. Provide campaign metrics separately if you want a performance comparison.
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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