Bring relevant market news into account updates
Get a concise view of news and sentiment for tracked companies when account details change.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
News Sentiment
Tool to fetch live and historical market news & sentiment. use when you need curated news articles with sentiment scores for specified tickers and topics.
Why this helps
Market coverage sits outside the account record, making it easy to miss context while preparing for customer conversations.
- Review market coverage when account information changes.
- Keep attention on symbols relevant to the account.
- Reduce context switching before follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to find the account's tracked symbols and summarize relevant news and sentiment, using a symbol source you specify.
- 4Pick Account Created or Updated as the trigger and choose where run reports go.
- 5Test with one real account that has a tracked symbol.
Questions about this workflow
Does the account need a ticker symbol?
Yes. Specify where the symbol is stored or include it in your instruction. Without a symbol or other usable topic, the news search may not be relevant.
Does this workflow make investment recommendations?
No. It summarizes returned news and sentiment so you can review the information in context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Alpha vantage. A trigger fires from one place; an action lands in another.
Salesforce triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Salesforce and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Alpha vantage.