Check the intended Beaconstac user before campaign handoff
Verify the user profile tied to your campaign handoff before the next step is assigned.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve User
Retrieves the details of an existing user.
Why this helps
A campaign handoff can stall when teams are unsure whether they have the right Beaconstac user details.
- Retrieve an identified user profile for a handoff check.
- Compare the profile with recipient details supplied by the team.
- Catch a recipient mismatch before proceeding.
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 the Beaconstac user ID you provide and check it against the intended campaign recipient details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one user ID and verify the recipient information.
Questions about this workflow
Can this find the right user from a prospect name?
The selected action retrieves a user by ID. Provide the user ID to check.
Will it invite or change the user?
No. It only retrieves user details for verification.
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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