Bring product analytics into recurring prospect planning
Start planning with a current Beaconstac overview and the prospect context you supply.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Product Overview
Shows an analytics summary for a product type and time range.
Why this helps
Weekly planning can miss useful campaign context when product analytics require a separate manual lookup.
- Retrieve product overview metrics on a recurring schedule.
- Use a defined time range for consistent planning reports.
- Keep performance context near prospect opportunity review.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Beaconstac once in the Notis portal.
- 2Create an automation by telling Notis the outcome in one instruction.
- 3Ask Notis to retrieve a Beaconstac product overview for the product type and time range you specify, then include prospect context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test one run with the intended product type and time range.
Questions about this workflow
How is this different from a period overview?
This action retrieves a product overview for a specified product type and time range. State the exact scope you want to review.
Does Aeroleads supply the prospect plan on the schedule?
No Aeroleads trigger is available. Include the relevant prospect context in the instruction or planning material.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Beaconstac. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Beaconstac actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Place
Creates a place for location-based assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create QR Template
Creates a reusable design template for QR codes.
Create Tag
Creates a tag to organize QR codes and other items.
Create User
Creates a user in your organization.
Delete QR Code
Deletes an existing QR code.
Delete QR Code Template
Permanently deletes a QR code template.
Delete Tag
Deletes an existing tag.
List Bulk QR Code Collections
Lists bulk QR code collections.
Connect any two apps with Notis in the middle.
Aeroleads and Beaconstac, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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