Get a focused Beaconstac product overview for campaign reviews
Bring product-level analytics into a campaign check-in with a simple request to Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Product Overview
Shows an analytics summary for a product type and time range.
Why this helps
Campaign check-ins get bogged down when analytics have to be fetched separately and interpreted from scratch.
- Retrieve a product overview when a campaign review is requested.
- Include supplied Agile CRM campaign context in a concise summary.
- Reduce manual effort during campaign check-ins.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Beaconstac 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 a Beaconstac product overview for the product type and time range in the request, then summarize it with supplied Agile CRM context.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real review request and check the returned overview.
Questions about this workflow
How is this different from a period overview?
This workflow uses the product overview action, which returns summary metrics for a specified product type and time range. The period overview action describes counts, impressions, and conversion percentage.
Does the webhook pull campaign data from Agile CRM?
The listed context provides no Agile CRM trigger or fetch action. Include the campaign context with the request or make it available to Notis through connected data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Beaconstac. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Beaconstac actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Place
Creates a place for location-based assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Create Tag
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Create User
Creates a user in your organization.
Delete QR Code
Deletes an existing QR code.
Delete QR Code Template
Permanently deletes a QR code template.
Delete Tag
Deletes an existing tag.
List Bulk QR Code Collections
Lists bulk QR code collections.
Connect any two apps with Notis in the middle.
Agile CRM and Beaconstac, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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