Make the Next Follow-Up Easier to Prepare
A completed task can be a useful moment to check for upcoming events related to a crypto project discussed with a customer or partner.
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
List Cryptocurrency Events
Tool to retrieve list of cryptocurrency events. Use when you need to fetch upcoming or past crypto events filtered by date range, coins, categories, or other criteria. Note: Cannot retrieve events before 25/11/2017. The can_occur_before field is important as some events may happen before their stated date.
Why this helps
After closing a call or follow-up task, researching what is coming next often gets postponed until the next conversation is already near.
- Prepare event context after a task is marked complete.
- Keep upcoming announcements visible for the next conversation.
- Summarize found events without claiming they predict outcomes.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and CoinMarketCal once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe the outcome: after a Salesforce task is completed, use its available context to identify a relevant crypto project, search CoinMarketCal for upcoming events, and summarize results as a next-follow-up brief.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real completed task that mentions a crypto project or coin.
Questions about this workflow
Does this run for every task created?
The listed Salesforce trigger can start on task creation or when status changes to Completed, with optional filtering by status or subject if supported in the trigger setup.
What if the task does not name a crypto project?
Notis should state that the task context does not identify a project rather than selecting one without evidence.
Can the brief include past events?
The CoinMarketCal event search can include date ranges, but it cannot retrieve events before 25/11/2017. Ask Notis to focus on upcoming events if the goal is follow-up preparation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Coinmarketcal. A trigger fires from one place; an action lands in another.
Salesforce triggers
Coinmarketcal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Coins
Tool to retrieve list of all available coins/cryptocurrencies in CoinMarketCal database. Use when you need to fetch coin information including IDs, names, symbols, and event counts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Event Categories
Tool to list all event categories. Use when you need to fetch available event categories.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List Cryptocurrency Events
Tool to retrieve list of cryptocurrency events. Use when you need to fetch upcoming or past crypto events filtered by date range, coins, categories, or other criteria. Note: Cannot retrieve events before 25/11/2017. The can_occur_before field is important as some events may happen before their stated date.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Coinmarketcal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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