Understand a new lead's on-chain activity
When a new lead arrives with a wallet address, get a timely view of relevant blockchain activity alongside your sales context.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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.
Why this helps
Researching a prospect's wallet separately from Salesforce adds context switching and slows down follow-up.
- Review recent activity without leaving your lead workflow.
- Use combined data for historical and up-to-the-second context in one query.
- Keep the summary focused on the wallet address supplied in the lead data.
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 to use a new lead's supplied wallet address to query relevant recent on-chain activity and prepare a concise context brief.
- 4Pick the New Lead Trigger, choose where run reports go, and test with one real lead that includes a wallet address.
Questions about this workflow
Does this find a wallet address from a person's name?
No. The workflow uses an address available in the lead data or supplied in your instruction. A person's name alone is not a reliable wallet identifier.
Can it include both recent and older activity?
The combined database query can cover archive and real-time data in one request, subject to Bitquery's available datasets and query support.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bitquery.