Create a Salesforce follow-up when a transaction is stuck pending
Keep a pending transaction from disappearing into a dashboard. Notis can turn the alert into a Salesforce task with the transaction context attached.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A pending transaction can need follow-up, but remembering to move from a mempool alert into Salesforce adds another manual step.
- Put a pending transaction review on the Salesforce task list.
- Keep the transaction hash and alert details with the follow-up when provided.
- Reduce manual context switching between transaction monitoring and CRM.
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 a Salesforce task for a pending transaction alert, including the transaction details in the task when available.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real pending transaction example.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when an HTTP request is received. Configure the Blocknative side to send the relevant alert to that webhook.
Does this confirm why the transaction is pending?
No. The workflow can use the details Blocknative provides, but it does not infer a cause that is absent from the alert.
Can the task link to a Salesforce record?
Ask Notis to associate it with a relevant record only when the alert or your instruction identifies a valid Salesforce record.
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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