Triage leads when wallet activity raises a flag
Pass a Bitquery signal to Notis and ask it to find related Salesforce leads worth a closer look.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Potential risk signals can sit outside the lead workflow until someone remembers to cross-check them.
- Create a targeted lead review from a specific wallet signal.
- Make follow-up candidates easier to spot.
- Avoid treating the signal as a confirmed conclusion.
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 compare the Bitquery signal with Salesforce leads and list possible matches for human review.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real signal and confirm that the lead results support the proposed review.
Questions about this workflow
Does a wallet signal prove a lead is risky?
No. The automation can surface records to review, but the signal is not a confirmed conclusion.
What if Bitquery does not provide identifying context?
Notis can only compare the information returned or supplied. Add the relevant wallet or entity context to the request if it is missing.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.