Review a Coinranking watchlist after a Salesforce task is completed
Use task completion as a cue to refresh a coin list for your next review, with the search criteria stated in your Notis instruction.
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
Get Coins
Tool to retrieve a list of all coins with optional filters and pagination. use when you need to fetch coins matching specific criteria and paginate through results.
Why this helps
Research follow-through can slip when a completed task does not lead to a clear next review step.
- Use task completion to cue a criteria-based coin lookup.
- Keep the requested search criteria in one plain-language instruction.
- Get a returned list ready to review in a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Coinranking once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which Coinranking coin criteria to retrieve and how to summarize the list when a task is completed.
- 4Pick the Task Created or Completed trigger, set any supported optional status or subject filter, and choose where run reports should go.
- 5Test with one real Salesforce task completion.
Questions about this workflow
Can I restrict which tasks trigger this?
The trigger supports optional filtering by task status or subject. Pick the trigger and its supported options; do not create custom field mapping steps.
Does this action create or update a watchlist?
No. Get Coins retrieves a coin list. The workflow can summarize the result in its report, but does not save a watchlist in Coinranking.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Coinranking. A trigger fires from one place; an action lands in another.
Salesforce triggers
Coinranking actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Coin History
Tool to retrieve historical price data for a specific coin over a time period. use when you need to analyze past performance of a coin; call after confirming its uuid.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Coins
Tool to retrieve a list of all coins with optional filters and pagination. use when you need to fetch coins matching specific criteria and paginate through results.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Reference Currencies
Tool to retrieve a list of all reference currencies with optional pagination. use when you need supported fiat or crypto denominators for price conversions.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Global Crypto Market Stats
Tool to retrieve global cryptocurrency market statistics. use when you need an overview of the entire crypto market.
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.
Get Tags
Tool to fetch all coin tags. use when you need the canonical list of tags after authenticating.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Trending Coins
Tool to retrieve a list of trending coins ranked by user engagement and popularity. use when you need up-to-date trending coin data for analysis or display.
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 Coinranking, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Coinranking.