Bring prior Salesforce notes into recurring wallet reviews
Give Notis accessible Bitquery context and let it find relevant existing Salesforce notes for the scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Earlier investigation context can be buried in CRM notes when a signal returns later.
- Surface existing investigation context during recurring reviews.
- Reduce repeated background searches.
- Keep review grounded in notes and query results that are available.
Setup
Build it in a few focused steps.
- 1Connect Bitquery and Salesforce once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Ask Notis in one instruction to find Salesforce notes relevant to the available Bitquery context and summarize them for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and verify the note results are relevant.
Questions about this workflow
Does it create or update notes?
No. It lists relevant existing notes and summarizes them for the report.
Can it compare with a previous run?
Only if prior results are available to the automation. Provide or retain a baseline if you need that comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitquery to Salesforce. A trigger fires from one place; an action lands in another.
Bitquery 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.
Bitquery and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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