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Keep your goals in view while prospecting

Start prospecting with a quick look at the Beeminder goals you are tracking, so lead research fits alongside the work you already committed to.

Trigger

Webhook received

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

Action

Get all goals

Lists all goals for a user.

Why this helps

Prospecting can absorb a whole work block and push existing commitments out of view.

  • See active goals at the start of a prospecting session
  • Reduce context switching between lead research and progress tracking
  • Keep existing commitments visible before focusing on prospects

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 summarize them when you start an Aeroleads prospecting session.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real example and confirm the goal summary is useful.

Questions about this workflow

Does this workflow start automatically when I search Aeroleads?

No. Aeroleads has no trigger events in this setup. Start it with a Notis webhook when you want a goal review.

Can it tell me how much progress I have made on each goal?

This workflow retrieves the active goals list. Any progress details depend on what Beeminder returns with those goals.

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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