Make pending transaction review part of your daily Salesforce queue
Set a regular review rhythm and turn qualifying pending transactions into Salesforce tasks, using criteria you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Checking mempool activity inconsistently can leave pending transactions without a clear owner or next action.
- Create a predictable review routine.
- Turn qualifying items into actionable Salesforce tasks.
- Use your own criteria for what merits follow-up.
Setup
Build it in a few focused steps.
- 1Connect Blocknative and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review available pending transaction data and create a Salesforce task for each item matching your stated criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the criteria before relying on the scheduled run.
Questions about this workflow
Can the workflow decide which transactions are important?
Only according to criteria you provide, such as a supplied value threshold or age. Any needed value or baseline must be available from Blocknative or provided in your instruction.
Does a scheduled run guarantee that Blocknative has new data?
No. Notis can review what is available when the schedule runs. The report can indicate if no qualifying data was returned.
Can I use a different cadence?
Yes. Choose the recurring schedule that fits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blocknative to Salesforce. A trigger fires from one place; an action lands in another.
Blocknative 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.
Blocknative and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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