Check beach rules before plans become promises
When your team makes customer commitments around beach access or activities, Notis can check specified beach rules and create review tasks based on your criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A plan can depend on local rules, but checking them at the right time competes with the many details founders already track.
- Make rule reviews visible before a commitment is finalized.
- Include the relevant beach and rule information in the task.
- Focus checks on locations and plans you identify.
Setup
Build it in a few focused steps.
- 1Connect Beach Day API and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add its name and prompt.
- 3Tell Notis which beaches and rules to check, how to identify the Salesforce record, and when a review task is needed.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real beach and related record.
Questions about this workflow
Can Notis decide whether a rule affects a particular activity?
Provide the activity and criteria in your instruction. If relevant details are not available, ask Notis to flag them for review.
Will the workflow change an existing commitment?
No. It creates a task to review the plan; it does not change Salesforce records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beach Day API to Salesforce. A trigger fires from one place; an action lands in another.
Beach Day API triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Beach Day API and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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