Go from a market question to relevant contacts
Send Notis a market research request by webhook and get a Salesforce contact search alongside the market information you asked it to gather.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Research requests often leave you hunting through Salesforce later to find the people connected to the topic.
- Start an on-demand research workflow with an HTTP request.
- Pair market data with a Salesforce contact search.
- Keep the question and its CRM context together in one report.
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 give it a request-focused name.
- 3Describe the market lookup, Salesforce contact search, and desired summary in one instruction.
- 4Pick a webhook trigger and choose where run reports go.
- 5Send one real example request and review the resulting contact list.
Questions about this workflow
What starts the workflow?
An HTTP request to the Notis webhook starts it. Alpha Vantage does not provide a trigger event in this setup.
Can it find contacts based on a market topic?
It can search contacts using Salesforce data and context provided by the request or your instruction. The apps may not provide a direct ticker-to-contact relationship.
Does it message the contacts?
No. This workflow lists Salesforce contacts and reports the results. It does not send messages.
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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