Review a lead with the wallet signal that prompted it
Pair the Bitquery context with a specified lead so the next decision starts with the record's existing details.
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
Cross-checking a lead and a wallet signal takes time when both are open in separate tools.
- Gather lead context without a separate CRM search.
- Keep the signal and record details together for review.
- Avoid assumptions about identity or relevance.
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 fetch the specified Salesforce lead and summarize its relevant context with the Bitquery result.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real signal and a valid lead ID.
Questions about this workflow
What identifier does this action need?
Provide the Salesforce lead ID for the record to retrieve.
Does the workflow automatically qualify the lead?
No. It returns context for review and does not update the lead.
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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