Focus wallet metrics on the conditions that matter
Turn a completed diligence task into a conditional metric for a specific wallet question and filter.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Conditional Metrics Snippet
Tool to generate a graphql metric snippet with conditional logic. use when you need to apply filters directly on metric calculations via the `if` attribute.
Why this helps
Broad aggregate metrics can hide the subset of activity that a diligence question actually concerns.
- Generate metric logic with filters applied directly to calculations.
- Tie the calculation condition to a completed task's research question.
- Keep the filter criteria explicit in plain language.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bitquery once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which field, metric, and condition from the task's research scope should be used to generate a conditional GraphQL metric snippet.
- 4Pick Task Created or Completed and describe the completion condition, choose where run reports go, and test with one real completed task.
Questions about this workflow
Does the snippet execute a query?
Conditional Metrics Snippet generates a GraphQL metric snippet. To retrieve results, the instruction must also request a suitable query action and provide the query context.
What if the task has no condition?
The metric needs a meaningful condition. Ask Notis to report that the filter is missing rather than inventing one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bitquery. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bitquery actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Aliases Metric
Tool to use graphql aliases to rename fields in the response for clarity and disambiguation. use when you need to query multiple metrics with identical field names in one call.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Database Query
Tool to query the archive database. use when you need full historical blockchain data (delayed by tens of minutes to hours).
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Combined Database Query
Tool to query the combined database, which merges archive and real-time databases. use when you need both historical and up-to-the-second blockchain data in one request.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Conditional Metrics Snippet
Tool to generate a graphql metric snippet with conditional logic. use when you need to apply filters directly on metric calculations via the `if` attribute.
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.
Count Distinct Metric
Tool to use the count distinct metric to aggregate unique values for a field. use when you need to count the number of unique occurrences in a dataset.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Count Metric
Tool to use the count metric to aggregate the number of records matching a graphql query. use when you need simple record counts.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Database Selection
Tool to select the database (archive, realtime, combined) to query at the top level of a graphql request. use after determining whether you need live, historical, or combined blockchain data.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Early Access Program Query
Tool to access streaming data across various blockchain networks for evaluation purposes. use when querying chains not available via the v2 endpoint; limited to real-time data only.
Connect any two apps with Notis in the middle.
Salesforce and Bitquery, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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