See Whether Product Updates Match Your CRM Priorities
A lightweight scheduled check can surface areas where CRM plans and Beamer activity may be out of step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Count Posts
Counts the posts matching the selected criteria.
Why this helps
Without a recurring review, it is easy to lose sight of how much product announcement activity supports current CRM priorities.
- Get a recurring count of Beamer posts matching the available filters.
- Compare counts with launch priorities supplied from Agile CRM context.
- See potential coverage gaps in a run report.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Beamer once in the Notis portal.
- 2Create an automation and describe: count relevant Beamer posts and compare them with the launch priorities supplied from Agile CRM context.
- 3Pick notis_cron, set the schedule, and choose where run reports go.
- 4Test with one real launch plan and review the count.
Questions about this workflow
Can this verify that every Agile CRM launch has a Beamer post?
Only if the launch context is supplied and the post count can be meaningfully filtered. The available actions do not provide a direct CRM to Beamer record match.
Does the post count create or edit announcements?
No. It returns a count of existing posts.
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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