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Notis

Turn a qualifying gas alert into a trackable Salesforce opportunity

When gas fees cross your stated threshold, capture the potential commercial response in Salesforce with the details your team needs.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create opportunity

Creates a new opportunity in salesforce with the specified information.

Why this helps

A notable fee spike may matter to a customer or deal, but the alert alone does not create a trackable CRM item.

  • Route threshold-based alerts into the opportunity pipeline.
  • Use a threshold that reflects your business context.
  • Keep the source alert details available for 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 create an opportunity when a webhook reports gas fees above your stated threshold, and provide the required opportunity name, stage, and close date rules.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real qualifying example and verify the opportunity details.

Questions about this workflow

Does Blocknative provide the business value of an opportunity?

Not necessarily. Supply a value rule or other commercial context if it is needed; do not assume the alert contains it.

What information is needed to create an opportunity?

Salesforce requires opportunity details such as a name, stage, and close date. Provide clear rules for these values in your instruction.

Can this create an opportunity for every gas alert?

It should create one only when your stated threshold and required data are met.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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