Plan prospecting around the goals already in motion
Start weekly planning with your active Beeminder goals on the page, then decide where prospect research fits in the week ahead.
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
Weekly plans can pile new prospecting targets onto commitments that are already demanding attention.
- See active commitments before planning prospecting time
- Make weekly lead research plans with current goals in view
- Receive a concise scheduled summary instead of checking manually
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 for your weekly Aeroleads prospecting plan.
- 4Choose a weekly schedule and where run reports should go.
- 5Test with one real example and confirm the summary helps your planning.
Questions about this workflow
Can Notis decide how many leads I should research?
It can summarize the returned goals, but it should not invent capacity or targets. Supply your planning rules if you want recommendations.
Can I change the review day?
Yes. Choose the recurring schedule that matches your weekly planning 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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