Turn good beach conditions into timely prospect follow-ups
Give coastal prospects a relevant next step when beach conditions are worth talking about. Notis checks Beach Day API on your schedule and creates Salesforce follow-up tasks with the useful context.
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
You want to reach out while a coastal opportunity is relevant, but checking conditions and remembering each follow-up adds more tabs and more tasks to your day.
- Create timely Salesforce follow-ups from current beach conditions.
- Include the beach and condition details in the task context.
- Keep prospect outreach visible in the normal Salesforce task list.
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 to check specified beaches and conditions, then create Salesforce tasks for the relevant prospects with the beach context and requested due timing.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real beach and prospect example.
Questions about this workflow
Does Beach Day API tell Notis which prospect to contact?
No. Specify how to identify the Salesforce prospect or provide the relevant prospect details in your instruction.
Can I choose which conditions count as good?
Yes. State the conditions or score threshold to use in the automation instruction.
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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