Capture the follow-up while the signal is fresh
Route a market event through Notis, check its context, and create a Salesforce task so the next action has an owner and a place to live.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A useful market signal can turn into another thing to remember unless it becomes a tracked next step.
- Turn a market event into a tracked Salesforce activity.
- Record a clear next step while the request is in view.
- Use a webhook to start an on-demand 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 the follow-up.
- 3Describe the market check, Salesforce task details, and related record context in one instruction.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example and confirm the task is attached to the intended record.
Questions about this workflow
What information should be in the webhook?
Include the ticker or event context, the Salesforce record to relate the task to, and any follow-up details that cannot be derived elsewhere.
Can it assign the task to a specific person?
Only if you provide the required assignment information and it is valid for your Salesforce organization.
Does Alpha Vantage trigger this workflow?
No. An HTTP request starts the workflow. Notis can then request market data from Alpha Vantage.
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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