Begin lead research with today's commitments visible
Let a short daily brief surface your active goals before you decide how lead research fits into today.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all goals
Lists all goals for a user.
Why this helps
Starting the day in lead research can crowd out a clear view of the commitments already in progress.
- See active goals at the beginning of the day
- Keep current commitments in view before research starts
- Replace a manual first-step lookup with a scheduled brief
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Beeminder once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to retrieve active Beeminder goals and send a concise daily brief before your Aeroleads lead research.
- 4Choose a daily schedule and where run reports should go.
- 5Test with one real example and adjust the brief to what you need to see.
Questions about this workflow
Can the brief decide which goal is most important?
Notis can summarize the returned goals. Provide your priority rules if you want it to rank them.
Will this run at my local morning time?
Set the schedule to match your preferred timezone and morning routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Beeminder. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Beeminder actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate and Redirect User
Authenticates a user and redirects them to a URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Charge
Creates a charge for a user outside of goal pledges.
Get all goals
Lists all goals for a user.
Get Archived Goals
Lists a user's archived goals.
Get Beeminder User Information
Retrieves information about a user.
Connect any two apps with Notis in the middle.
Aeroleads and Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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