Review deal and transaction activity together on a schedule
Bring CRM opportunities and transaction activity into one recurring review, with uncertain matches clearly flagged for a person.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Deal records and transaction monitoring can drift apart, leaving the team unsure which opportunities have relevant on-chain activity.
- Review opportunities alongside available transaction activity.
- Spot records that may need a human to confirm the relationship.
- Reduce ad hoc searches across two systems.
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 Salesforce opportunities and available Blocknative transaction data, report possible matches, and flag ambiguous links for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real opportunity and transaction example.
Questions about this workflow
How does Notis match an opportunity to a transaction?
Specify the identifiers or reliable clues available in both datasets. If those are absent, the workflow should report that a match cannot be established.
Will it update opportunities?
This workflow uses the Salesforce list opportunities action to retrieve records and reports findings. It does not update them.
Can it detect missing transactions?
It can report that no matching transaction was found in the data reviewed, but that does not prove no transaction exists outside the data returned.
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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