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Look back before you commit to another prospecting push

Bring past Beeminder goals into view before planning a substantial lead research effort, so your next commitment has useful context.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Archived Goals

Lists a user's archived goals.

Why this helps

A big push can be planned without remembering what previous commitments asked of you.

  • Review archived goals at the decision point
  • Use available history before planning a new prospecting push
  • Avoid manually searching through past goals

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 archived Beeminder goals and summarize relevant history before a major Aeroleads prospecting push.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real example and make sure the archive contains useful context.

Questions about this workflow

Can Notis determine whether a past prospecting goal succeeded?

Only if that information is present in the archived goal data or you provide it as context.

Can I run this only before a major push?

Yes. Start the webhook automation when you are preparing for that planning decision.

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.

TriggerScheduled

Authenticate and Redirect User

Authenticates a user and redirects them to a URL.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Charge

Creates a charge for a user outside of goal pledges.

ActionInstant

Get all goals

Lists all goals for a user.

ActionInstant

Get Archived Goals

Lists a user's archived goals.

ActionInstant

Get Beeminder User Information

Retrieves information about a user.

ActionInstant

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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