Keep staking reviews moving on open opportunities
Let Notis check staking stats and create a Salesforce task on the opportunity you identify when it needs a review.
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
An opportunity can stall when technical context needs review but the next step is not recorded in Salesforce.
- Records review work against a specified opportunity.
- Uses Beaconchain data to help surface when a review is needed.
- Turns the review into a Salesforce activity the team can track.
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 opportunity to use and what Beaconchain staking criteria should result in a review task.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one opportunity and provide any review threshold or due-date rule.
Questions about this workflow
Will Notis choose an opportunity based on the stats?
Only if you specify a reliable way to identify it. The action needs a Salesforce opportunity to associate the task with.
Does Notis know when a review is due?
Provide the timing rule or criteria in your instruction, unless the necessary due-date information is available in the connected data.
What does Salesforce receive?
A task on the opportunity you identify, with the Beaconchain context and requested follow-up.
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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