Finish a crypto conversion request when its task is done
When a Salesforce task is completed, calculate the requested conversion and place the result in the run report.
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
Price Conversion
Tool to convert an amount from one cryptocurrency or fiat currency into another. Use when conversion rates are needed.
Why this helps
A conversion request can get lost after the task is marked done, or require another round of manual lookup.
- Runs a conversion tied to a completed Salesforce task.
- Uses the amount and currencies stated in the task context.
- Returns a conversion result for follow-up or review.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and CoinMarketCap once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to read the amount and source and target currencies from the completed task, then run the conversion.
- 4Pick Task Created or Completed as the trigger and choose where run reports go.
- 5Test with one real task containing an explicit amount and both currencies.
Questions about this workflow
Does the trigger run for every task?
The listed trigger fires when a Task is created or its status changes to Completed. It supports optional filtering by status or subject in the event definition.
Can it convert without an amount or target currency?
No. The conversion request needs a clear amount, source asset or currency, and destination asset or currency.
Does the workflow save the conversion back into Salesforce?
No. The selected target action performs a conversion and the workflow can report the result; it does not update Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Coinmarketcap. A trigger fires from one place; an action lands in another.
Salesforce triggers
Coinmarketcap actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Exchange Listings Historical
Tool to retrieve historical exchange listings for a specified date. Use when you need exchange listings as of a past date (YYYY-MM-DD).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Cryptocurrency Listings Latest
Tool to fetch the latest active cryptocurrency listings with their current market data. Use when you need up-to-date snapshots of asset metrics.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Cryptocurrency Map
Tool to retrieve a mapping of all cryptocurrencies, including their unique IDs, symbols, and names. Use when you need reference IDs for crypto assets.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Latest Cryptocurrency Quotes
Tool to get the latest market quotes for one or more cryptocurrencies. Use after selecting desired coins.
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.
Exchange Map
Tool to retrieve a mapping of all cryptocurrency exchanges. Use when you need reference IDs for exchanges.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get cryptocurrency info
Tool to fetch metadata (description, logo, URLs) for one or more cryptocurrencies. Use when you need static asset details like descriptions, logos, and related links.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get exchange info
Tool to get detailed metadata for one or more exchanges. Use when you need exchange logos, supported fiats, launch dates, and official links.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get API Key Info
Tool to retrieve your CoinMarketCap API key details, rate limits, and usage statistics. Use after setting your API key to inspect limits and usage.
Connect any two apps with Notis in the middle.
Salesforce and Coinmarketcap, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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