Bring financial context into opportunity reviews
A changing opportunity may call for a fresh look at its market. Notis can search available financial information from the account or industry context.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Composio Finance Search
The financesearch class utilizes the composio finance search api to conduct financial searches, focusing on financial data and stock information. it leverages the google finance search engine via the composio finance search api to retrieve pertinent financial details based on the provided query.
Why this helps
Deal reviews can miss relevant financial context when researching each account takes too many separate steps.
- Bring relevant financial search results into deal review.
- Refresh research when an opportunity changes.
- Reduce tab switching during pipeline reviews.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Composio search once in the Notis portal.
- 2Create an automation and name it Opportunity Finance Context.
- 3Tell Notis to use available opportunity and account details to search financial information and summarize relevant results.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity and review the financial context.
Questions about this workflow
Does this provide private company financial statements?
No. It searches available financial information and stock data. Private or unavailable information may not appear.
Can it judge whether a deal is financially sound?
It can summarize search results, but it does not replace your own financial review or diligence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Composio search. A trigger fires from one place; an action lands in another.
Salesforce triggers
Composio search actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Composio DuckDuckGo Search
The duckduckgosearch class utilizes the composio duckduckgo search api to perform searches, focusing on web information and details. it leverages the duckduckgo search engine via the composio duckduckgo search api to retrieve relevant web data based on the provided query.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Composio Google Events Search
The eventsearch class enables scraping of google events search queries. it conducts an event search using the composio events search api, retrieving information on events such as concerts, festivals, and other activities based on the provided query.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Exa Answer
Get answers with citations using the exa api.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Composio Similarlinks
Perform a search to find similar links and retrieve a list of relevant results. the search can optionally return contents.
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.
Composio Finance Search
The financesearch class utilizes the composio finance search api to conduct financial searches, focusing on financial data and stock information. it leverages the google finance search engine via the composio finance search api to retrieve pertinent financial details based on the provided query.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Composio Google Maps Search
The googlemapssearch class performs a location-specific search using the composio goolge maps search api. this class extends the functionality of the base action class to specifically target locations related to the given query. by utilizing the google maps search engine through the composio goolge maps search api, it fetches the most relevant location data based on the input query. the `googlemapssearch` class is particularly useful for applications that need to retrieve and display location information about a specific area. it leverages the powerful search capabilities of google's maps search engine, ensuring that the returned results are accurate and relevant.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Composio Image Search
The imagesearch class performs an image search using the composio image search api, to target image data and information. it uses the google images search engine through the composio image search api to fetch relevant image information based on the input query.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Composio News Search
The newssearch class performs a news-specific search using the composio news search api. this class extends the functionality of the base action class to specifically target news articles related to the given query. by utilizing the google news search engine through the composio news search api, it fetches the most relevant news articles based on the input query. the `newssearch` class is particularly useful for applications that need to retrieve and display the latest news articles about a specific topic. it leverages the powerful search capabilities of google's news search engine, ensuring that the returned results are current and relevant.
Connect any two apps with Notis in the middle.
Salesforce and Composio search, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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