Get token details for a new lead review
If a new lead mentions a token contract, Notis can retrieve its name, symbol and decimals from Alchemy and summarize the details alongside the lead.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Get Token Metadata
This tool retrieves metadata for a given token contract address, including the token's name, symbol, decimals, and logo url if available. it is essential for applications that need to display token information, handle token transfers, or manage token listings.
Why this helps
A lead mentioning a token can trigger a separate lookup, forcing you to leave Salesforce before you can decide on a useful next step.
- Get basic token details alongside a new lead review.
- Avoid a separate manual contract metadata lookup.
- Make missing contract addresses visible in the report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Alchemy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve Alchemy token metadata for a contract address present in the lead context and summarize the name, symbol and decimals; report when the address is missing.
- 4Pick New Lead Trigger and choose where run reports should go.
- 5Test with one real lead that includes a token contract address.
Questions about this workflow
Will this find a contract address from any lead text?
The trigger description does not promise that it extracts addresses. Instruct Notis to use a contract address included in the lead data or provide it in the prompt.
Does this retrieve balances?
No. This action retrieves token metadata such as name, symbol, decimals and logo URL when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Alchemy. A trigger fires from one place; an action lands in another.
Salesforce triggers
Alchemy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get NFT Contract Metadata
This tool retrieves metadata for a given nft smart contract. essential for obtaining basic nft collection details such as contract name, symbol, total supply, token type (erc721 vs erc1155), contract deployer address, deployed block number, opensea metadata, and contract verification status.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get NFT Sales
This tool will retrieve nft sales data across various marketplaces. it allows users to query historical nft sales data with filtering options such as fromblock, toblock, order, marketplace, and limit in order to track nft sales activity, analyze historical data, monitor specific collections, and get real-time updates on nft transactions.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get NFTs for Contract
This tool retrieves all nfts for a given contract address. it is designed to return a complete list of nfts from a specific nft collection by accepting parameters such as contractaddress (required), withmetadata (optional), pagesize (optional), and pagekey (optional). the tool is useful for analyzing collections, building nft marketplaces, and creating collection analytics.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get NFT Owners
This tool retrieves the owner(s) for a specific nft token, supporting both erc721 and erc1155 tokens on ethereum and several layer 2 chains such as polygon, arbitrum, optimism, and base. it requires the contract address and tokenid, and returns a list of owner addresses along with an optional pagination key for further results.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get Token Balances
This tool retrieves erc20 token balances for a specified ethereum address. it can either return balances for all tokens an address has ever interacted with or for a specific set of token contract addresses. it is useful for checking token balances for wallets, monitoring erc20 token holdings, portfolio tracking, and defi applications.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Token Metadata
This tool retrieves metadata for a given token contract address, including the token's name, symbol, decimals, and logo url if available. it is essential for applications that need to display token information, handle token transfers, or manage token listings.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Transaction Count
This tool retrieves the number of transactions sent from a specific address (also known as the nonce). it uses the eth gettransactioncount endpoint to return the transaction count for an address at a specified block tag (latest, pending, earliest, or a hex block number), which is essential for determining the nonce for subsequent transactions.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Alchemy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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