Keep Crypto Catalysts in View as Deals Move
When a Salesforce opportunity moves, ask Notis to check CoinMarketCal for upcoming events that could matter to the project or investment under discussion.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Deal updates can pull founders into research across separate tools, while important project announcements slip past during a busy sales cycle.
- Review relevant upcoming crypto events alongside deal changes.
- Reduce manual switching between Salesforce and crypto event research.
- Get a concise summary of the events returned for review.
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: when an opportunity changes, identify the crypto projects relevant to its context, find their upcoming CoinMarketCal events, and summarize possible relevance without making unsupported impact claims.
- 4Pick the Salesforce New or Updated Opportunity trigger, then choose where run reports should go.
- 5Test with one real opportunity update and confirm the CoinMarketCal results are useful.
Questions about this workflow
Does this update or change the Salesforce opportunity?
No. This workflow uses the opportunity change to start research and summarizes CoinMarketCal event results.
How does Notis know which coins or projects to look up?
Ask it to use project or coin details present in the opportunity context. If the context does not identify a relevant project or coin, the automation should report that rather than guess.
Will it predict how an event affects a deal?
No. It can summarize available event details, but any connection to deal impact should be treated as a review prompt, not a prediction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coinmarketcal.