Know what is still unread at account review
Pair a regular account review with a count of unread Beamer posts, so important updates are easier to bring into the conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Count Unread Posts
Counts a user’s unread posts.
Why this helps
Account reviews often require checking multiple places to see whether there are unread customer-facing updates.
- Add unread post volume to a recurring account review
- Use the account owner's supplied user context
- Make communication follow-up easier to prioritize
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Beamer once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and this outcome: review AgencyZoom account activity and count unread Beamer posts for the user context I provide.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test with a real account review and user context.
Questions about this workflow
What does the unread count represent?
It is the number of posts the specified user would see when opening their Beamer feed.
Can it identify which account each unread post is about?
No. The count action provides a total for a user, not a mapping from Beamer posts to AgencyZoom accounts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Beamer. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Beamer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Count Posts
Counts the posts matching the selected criteria.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Category
Retrieves the details of a category.
Count Post Comments
Counts comments on a post that match the selected filters.
Get Feed
Retrieves the URL of your standalone feed.
Count Post Reactions
Counts reactions on a post.
Count Unread Posts
Counts a user’s unread posts.
Get Notification
Retrieves the details of a specific notification.
Get Notifications
Retrieves unread notifications and marks them as read.
Connect any two apps with Notis in the middle.
Agencyzoom and Beamer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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