Review a lead with the market question in view
Send Notis a lead ID and market question, then receive the lead details beside the market context in one report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get lead
Retrieves a specific lead by id from salesforce, returning all available fields.
Why this helps
When a lead sparks a market question, tracking down the CRM record adds another interruption.
- Pair a specific Salesforce lead with a market lookup.
- Keep the incoming question and CRM context together.
- Make it easier to decide on a next step without switching tools.
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 lead research.
- 3Describe the lead ID, market question, and report format in one instruction.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real lead ID and market question.
Questions about this workflow
What information should the request include?
Provide a valid Salesforce lead ID and the ticker or market question Notis should research.
Will this contact the lead?
No. It retrieves lead details and market data for review. It does not send communication.
Can it suggest a next step?
You can ask Notis to recommend a follow-up based on the returned information, but supply any business rules or missing context it needs.
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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