Make staking account health checks actionable
Set a review rule once, and let Notis check Beaconchain data and create a Salesforce task when the account needs attention.
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
Without a simple review routine, account health checks depend on someone remembering to return to the monitoring data.
- Supports a consistent scheduled account review.
- Records follow-up as a Salesforce task when your criteria are met.
- Keeps the account reference and observed stats together in the task.
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 the account and health review criteria, then ask it to create a task when follow-up is needed.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one account and provide any baseline or threshold the review needs.
Questions about this workflow
What does account health mean here?
Use your own criteria in the instruction. Notis can analyze the Beaconchain data available to it but does not know your business thresholds unless supplied.
Can the task be associated with an account?
Yes, identify the Salesforce account in the instruction or input data.
Will a task be created at every run?
You can ask Notis to create tasks only when the stated review criteria are met.
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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