Start quarterly planning with current account details
Refresh the Beeminder information available to you before your quarterly prospecting plan, so you can use current account context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Beeminder User Information
Retrieves information about a user.
Why this helps
Planning can rely on stale remembered details when account context has changed since the last review.
- Refresh returned account details on a quarterly cadence
- Bring current context into planning preparation
- Reduce manual information gathering before a review
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 Beeminder user information and summarize relevant returned details for quarterly Aeroleads planning.
- 4Choose a quarterly schedule and where run reports should go.
- 5Test with one real example and confirm which details are available.
Questions about this workflow
Will it update my Beeminder account?
No. The action retrieves user information; it does not update the account.
Can I use the summary as the full quarterly review?
It provides returned account context only. Add your goals, results, and planning notes for a complete review.
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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