Put network participation reviews on your task list
A scheduled Beaconchain check can turn participation concerns into a Salesforce task with the relevant context attached.
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
Network participation data may be visible, but busy teams still need a reliable way to turn a concern into an owned next step.
- Creates a Salesforce activity when participation data suggests investigation.
- Carries the observed Beaconchain context into the task description.
- Makes scheduled monitoring lead to a trackable next step.
Setup
Build it in a few focused steps.
- 1Connect Beaconchain and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review network participation and create a Salesforce task when the supplied criteria for investigation are met.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real participation example and provide any threshold Notis should use.
Questions about this workflow
Does Notis know our acceptable participation threshold?
Not unless you provide it. Include the threshold or criteria in the instruction if the decision depends on a specific baseline.
What gets created?
A Salesforce task for a participation concern that meets the criteria in your instruction.
Can this run without a Beaconchain event trigger?
Yes. A Notis cron schedule starts the workflow, and Notis checks the available Beaconchain data during the run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beaconchain to Salesforce. A trigger fires from one place; an action lands in another.
Beaconchain 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.
Beaconchain and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.