Keep Unread Product Updates Visible
Use a recurring report to bring unread Beamer activity back into view with your CRM priorities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Count Unread Posts
Counts a user’s unread posts.
Why this helps
Unread product updates can fall out of sight while a founder is focused on customer and sales work in Agile CRM.
- Count unread Beamer posts for the user.
- Bring recurring product update activity into a report.
- Review the count with CRM priorities supplied by your team.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Beamer once in the Notis portal.
- 2Create an automation and describe: count unread Beamer posts for the intended user and include the supplied Agile CRM priorities in the report.
- 3Pick notis_cron, set the schedule, and choose where run reports go.
- 4Test with one real user context and review the result.
Questions about this workflow
Does this fetch and summarize all unread announcements?
No. This action counts unread posts for a user.
Does the CRM integration provide the priorities automatically?
No. Include the priorities you want considered in the automation input or its provided context.
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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