Review CRM report results beside wallet activity
Pair a Bitquery signal with a Salesforce report run so the relevant business results are available in the same review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get report instance results
Gets the results of a report instance created by running a report. check status to see if report has completed.
Why this helps
A wallet signal may need business context that already exists in a Salesforce report.
- Bring existing report output into a signal review.
- Reduce manual report navigation.
- Keep the assessment based on the report instance's 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.
- 3Ask Notis in one instruction to retrieve the specified Salesforce report instance results and summarize them with the Bitquery context.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with a completed report instance and one real signal.
Questions about this workflow
What identifier is needed?
Provide the Salesforce report instance ID. The report instance should be completed before results are checked.
Will this run the report?
No. This action retrieves results from an existing report instance.
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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