Check whether sales updates have an announcement
A scheduled review connects sales follow-up activity with a count of matching Beamer posts, helping your team spot communication gaps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Count Posts
Counts the posts matching the selected criteria.
Why this helps
A busy sales pipeline can leave customer-facing announcements out of sync with follow-up work.
- Get a recurring checkpoint for sales communications
- Count matching Beamer posts without browsing manually
- Flag possible gaps for a person to assess
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 sales follow-up activity and count Beamer posts matching the filters I provide for relevant announcements.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real example and confirm the filters you want the report to use.
Questions about this workflow
Can this workflow decide which posts are relevant by itself?
Only if you provide the matching criteria in the instruction. Beamer can count posts by filters, but this package does not assume which categories or terms represent a relevant announcement.
Does it send customer communications?
No. It reviews sales activity and counts matching posts, then reports the result for your team to assess.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Beamer.