Turn a market alert into an account list
When another system sends a webhook, let Notis check the ticker context and find Salesforce accounts that fit the query you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
A market alert can arrive without the customer context needed to decide whether it deserves attention.
- Connect an incoming market signal to an account search.
- Bring relevant Salesforce account records into a single report.
- Start from an HTTP request without manually opening both 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 the market signal.
- 3Describe the ticker or market data to review and the Salesforce account search in one instruction.
- 4Pick a webhook trigger and choose where run reports go.
- 5Send one real example request and confirm the report includes useful account results.
Questions about this workflow
Does this workflow receive stock alerts directly from Alpha Vantage?
Alpha Vantage has no trigger event in this setup. A webhook from another system starts the automation, and Notis can then use Alpha Vantage for market data.
What should the webhook contain?
Include the ticker or other context needed to identify what Notis should check. The external caller is responsible for sending that information.
Will it create or update accounts?
No. The selected Salesforce action lists accounts. It does not create or edit records.
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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