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Notis

Bring sales follow-up urgency into view

When a sales follow-up needs attention, start a Notis run and bring the available Beeminder urgency and goal context into one report.

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

It is easy to miss a commitment when sales follow-ups and personal accountability signals are checked in separate places.

  • Start a check from an HTTP request when a follow-up needs review
  • Fetch available Beeminder user details after successful authentication
  • Keep the resulting context in a Notis run report

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 Beeminder user information and summarize available urgency or goal details relevant to the Agencyzoom sales follow-up context.
  • 4Choose a webhook as the trigger and select where run reports should go.
  • 5Test by starting the webhook with one real example and review the report.

Questions about this workflow

Does this send a reminder through Beeminder?

No. The available action retrieves Beeminder user information. Notis can summarize returned urgency and goal details in its run report.

What starts this workflow?

An HTTP request to the Notis webhook starts it. Agencyzoom does not provide a listed trigger event here.

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.

TriggerScheduled

Authenticate and Redirect User

Authenticates a user and redirects them to a URL.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Charge

Creates a charge for a user outside of goal pledges.

ActionInstant

Get all goals

Lists all goals for a user.

ActionInstant

Get Archived Goals

Lists a user's archived goals.

ActionInstant

Get Beeminder User Information

Retrieves information about a user.

ActionInstant

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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