Check campaign context when the market changes
Connect an incoming market alert to the Salesforce campaign it may affect, then give your team a concise review to act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get campaign
Retrieves a specific campaign by id from salesforce, returning all available fields.
Why this helps
Market changes can reach a team before anyone checks which active campaign plans might be relevant.
- Attach campaign context to an on-demand market event review.
- Reduce the steps between an alert and an informed team discussion.
- Use a report to help decide whether a person should follow up.
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 alert review.
- 3Describe the campaign ID, ticker, market data, and summary to return in one instruction.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real market request and campaign ID.
Questions about this workflow
What does the webhook need?
Include a valid campaign ID and the ticker or market question that should trigger the review.
Will it pause or change a campaign?
No. It retrieves campaign details and market data for review; it does not modify the campaign.
Can it determine whether the alert affected results?
Not from these actions alone. Provide campaign performance data or a baseline if you want impact analysis.
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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