Check Beamer Before Your Next CRM Campaign
Bring the campaign brief and recent product announcements together before you hit send.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Posts
Lists posts and their titles.
Why this helps
Campaign planning can miss recent product updates when CRM work and changelog reviews happen in separate places.
- Find Beamer posts that may be relevant to a campaign brief.
- Keep campaign planning and product updates in one run report.
- Review matching posts before referencing them in customer communications.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Beamer once in the Notis portal.
- 2Create an automation and describe: review the supplied Agile CRM campaign brief against relevant Beamer posts, then report useful matches and gaps.
- 3Pick notis_webhook as the trigger and choose where run reports go.
- 4Test with one real campaign brief.
Questions about this workflow
Does this automation send the campaign through Agile CRM?
No. The available Beamer action retrieves posts. The automation reports relevant posts for your review.
What should the webhook include?
Include the campaign context you want Notis to consider, such as its audience, message, and product area.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Beamer. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Beamer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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