Keep proposal activity in account history
Ask Notis to review available proposal activity on a schedule and save a short account note for easy reference.
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
Proposal activity can be hard to bring into account conversations when it stays outside the CRM.
- Summarizes proposal activity available during the scheduled check.
- Keeps the resulting context with the Salesforce account you identify.
- Provides a simple record to review before follow-up conversations.
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 summarize the available recent proposal activity and attach a note to the Salesforce account you specify.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one account and a real proposal activity example.
Questions about this workflow
What counts as recent activity?
Specify a time window in your instruction. Notis can use only the activity and history available through Beaconchain.
Can it create a note without an account reference?
It needs a Salesforce record to attach the note to, so provide an account name or valid record reference.
Does it make a Salesforce task too?
This workflow creates a note. You can describe a separate task outcome in another automation if you need one.
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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