Bring goal account context into an investor follow-up review
When a review starts, pull available Beeminder user details and place them beside the Affinity context you need to act.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Beeminder User Information
Retrieves information about a user.
Why this helps
Preparing investor follow-up can involve a separate check of your commitments and account context, adding friction before you write or decide.
- Start the review from an HTTP request.
- See available Beeminder user details in the same workflow report as Affinity context.
- Reduce the number of separate checks before investor follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Beeminder once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: retrieve Beeminder user information and summarize the relevant Affinity contact or deal context for review.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example and confirm the returned details are appropriate.
Questions about this workflow
What does the Beeminder user information action return?
It retrieves information for a specified Beeminder user, such as timezone, goals, urgency, or deleted goals after successful authentication.
Does this send an investor message?
No. The listed Beeminder action retrieves user information, and this workflow produces a review for you. It does not send outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Beeminder. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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