Turn wallet activity into an opportunity review
Send a Bitquery query result to Notis and get a focused view of Salesforce opportunities to review alongside the on-chain signal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
On-chain signals are easy to miss when deal context lives in a separate CRM.
- Bring relevant deal records into an on-chain activity review.
- Reduce manual switching between query results and CRM searches.
- Keep the final assessment grounded in returned data.
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.
- 3In one instruction, ask Notis to review Salesforce opportunities using the Bitquery result and report relevant records.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real Bitquery example and check the returned Salesforce records.
Questions about this workflow
Does this workflow change Salesforce opportunities?
No. It lists opportunities for review and does not update them.
What does the webhook start with?
An HTTP request starts the automation with the Bitquery query result or relevant context.
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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