Keep staking stats close to account context
Turn a scheduled snapshot of Beaconchain staking stats into a concise note on the Salesforce account you specify.
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
Live staking information and customer context live in different places, so preparing for an account conversation takes extra switching.
- Adds a concise staking snapshot to the account record you specify.
- Makes account preparation faster by keeping relevant context in Salesforce.
- Uses the Beaconchain stats available at the time the schedule runs.
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 account to annotate and to summarize the available Beaconchain staking stats in a note.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one account and confirm the account reference and note content.
Questions about this workflow
How does Notis know which account to update with a note?
Name or identify the Salesforce account in your instruction or provide its valid record reference.
Can the note include historical comparisons?
Only if the needed history or baseline is available from Beaconchain or provided in your instruction.
Is this a direct field update?
No. It creates a Salesforce note attached to the account 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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