Bring asset background into new lead review
Get a concise reference to the cryptocurrency mentioned in a new lead, including its description and official links.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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.
Why this helps
A new lead can arrive with unfamiliar asset names, forcing founders to leave Salesforce and search for basic background.
- Looks up static information for a named crypto asset.
- Provides descriptions and related URLs for review.
- Helps triage new leads without a separate manual lookup.
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.
- 3Tell Notis in one instruction to find a clearly identified cryptocurrency in each new lead and retrieve its CoinMarketCap information.
- 4Pick New Lead Trigger and choose where run reports go.
- 5Test with one real lead whose details mention a cryptocurrency.
Questions about this workflow
Does CoinMarketCap information include live pricing?
No. This action returns asset metadata such as description, logo, and URLs. Use a latest quote action when you need prices.
What if a lead mentions several assets?
Ask Notis to retrieve information for each clearly identified asset, within the limits of the connected CoinMarketCap service.
Will it invent an asset match for an ambiguous name?
It should report that the asset could not be identified rather than guess.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coinmarketcap.