Make network snapshots easy to find in Salesforce
A short scheduled snapshot can give your team one place to review the Beaconchain context tied to a customer or opportunity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Preparing a stakeholder update takes time when network data has to be collected and copied by hand.
- Creates a readable snapshot from available network and staking data.
- Attaches the note to the Salesforce record you identify.
- Cuts down manual preparation for internal updates.
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 which Salesforce record to use and to summarize the available network participation and staking stats in a note.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with a real record and review the snapshot for useful context.
Questions about this workflow
Can the snapshot include a previous period comparison?
Only if Beaconchain provides the relevant history or you supply a baseline and time period.
Which Salesforce record is used?
Specify the account, opportunity, or other record that should receive the note.
Does this publish an external stakeholder report?
No. It creates an internal Salesforce note on the record you identify.
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
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