Prepare for contact conversations with market context
Start a conversation with the relevant contact details and the market information you asked Notis to gather, ready in one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get contact
Retrieves a specific contact by id from salesforce, returning all available fields.
Why this helps
Before a customer conversation, gathering contact details and current market context separately takes valuable preparation time.
- Prepare contact context and selected market information together.
- Make meeting preparation more repeatable.
- Spend less time switching between CRM and market research.
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 contact preparation.
- 3Describe contact IDs, relevant tickers, market data, and the brief format in one instruction.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real contact and verify the brief.
Questions about this workflow
Can it find contacts by name?
This Salesforce action retrieves a contact by ID. Provide valid contact IDs in the instruction or context.
Will it email the contacts?
No. It retrieves information to help with preparation and does not send email.
Can it connect each contact to a stock automatically?
Only when the relationship is available in Salesforce data or you supply it.
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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