Bring past commitments into client reviews
Review archived Beeminder goals on a cadence that fits your retrospective process, with Notis reports that keep useful history close to Agencyzoom work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Archived Goals
Lists a user's archived goals.
Why this helps
Past accountability goals can be hard to find when you are reviewing how a client relationship or policy process went.
- Retrieve archived goals for a backward-looking review
- Reduce manual searching through old accountability records
- Keep retrospective notes connected to Agencyzoom context available to Notis
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Beeminder once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to retrieve archived Beeminder goals and summarize past commitments relevant to the Agencyzoom client or policy retrospective.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and review the archived goal details.
Questions about this workflow
Does the workflow retrieve current goals too?
This workflow uses the archived goals action. Use a separate instruction or workflow with the active goals action when you need current commitments.
Can it match archived goals to Agencyzoom clients automatically?
Only if the relevant client context is available through your connected Agencyzoom access and the returned Beeminder data supports a reliable match. The workflow should call out missing context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Beeminder. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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