Keep opportunity wallet research current
Set a recurring review for the wallet addresses relevant to active opportunities and receive a concise activity summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Wallet research can go stale between deal reviews when nobody remembers to run the query again.
- Use one request for archive and real-time data.
- Reduce the need to remember recurring research checks.
- Specify which opportunity addresses and time window the report should cover.
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 opportunity wallet addresses or supplied list to query, what activity to summarize, and the desired reporting period.
- 4Pick a recurring schedule, choose where run reports go, and test with one real address and query scope.
Questions about this workflow
Does the schedule automatically discover every active opportunity?
The schedule starts the automation, but this event list does not provide a Salesforce polling trigger for active opportunities. Supply the addresses or another supported input source in your instruction.
Can the combined database include live data?
The combined database merges archive and real-time databases. Query results depend on supported network, dataset, and query scope.
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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