Bring available company financial data into opportunity review
Get a quick financial data check when an opportunity changes, using the company's confirmed website domain.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Financial API Lookup
Tool to fetch financial data for a domain. use when you need company financials for us or uk registered websites.
Why this helps
Opportunity reviews require context from multiple tools, and financial research is easy to postpone.
- Runs a financial lookup when opportunity records change
- Summarizes the data returned for the company domain
- Makes unsupported region or missing domain cases clear
Setup
Build it in a few focused steps.
- 1Connect Salesforce and BuiltWith once in the Notis portal.
- 2Create a new automation in Notis.
- 3Tell Notis to retrieve available BuiltWith financial data for the opportunity's confirmed company domain and summarize the returned data or any limitation.
- 4Pick the New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity linked to a confirmed US or UK registered website.
Questions about this workflow
Does this action return financial data for every country?
The action is intended for US or UK registered websites. The workflow should report when the company is outside that scope or the lookup returns no data.
Can this replace financial due diligence?
No. Treat the lookup as research context and verify important financial information with appropriate sources.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Builtwith. A trigger fires from one place; an action lands in another.
Salesforce triggers
Builtwith actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Domain List File
Tool to create a txt or zip file from a list of domains. use when preparing a domain list for bulk or firehose lookups.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Datasets Lookup
Tool to access mass internet technology usage information from 2000 to today. use when you need historical technology usage trends for a domain.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Domain API Lookup
Tool to retrieve current and historical technology information of a website. use after confirming the domain to lookup.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Financial API Lookup
Tool to fetch financial data for a domain. use when you need company financials for us or uk registered websites.
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.
Free API Lookup
Tool to access last updated dates and counts for technology groups and categories for websites. use when you need a snapshot of technology usage timing for a domain.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Lists API Get List With Meta
Tool to retrieve a list of websites using a specified technology, including metadata. use when you need detailed company and site information for sites using a particular technology.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Lists API Get List
Tool to retrieve a list of websites using a specific technology. use when you want to find sites leveraging a particular tech.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
MCP API Lookup
Tool to query live web technologies for a root domain. use after confirming a valid domain name.
Connect any two apps with Notis in the middle.
Salesforce and Builtwith, 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 Builtwith.