Keep validator performance issues from slipping through
Have Notis check validator performance and put a clear follow-up on your Salesforce task list when something needs your 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
Performance checks are easy to postpone, and a finding without an owner can disappear among other work.
- Turns a scheduled performance review into a concrete Salesforce follow-up.
- Keeps the task focused on the validator and finding reported by Beaconchain.
- Reduces the chance that a performance concern gets lost in a separate dashboard.
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 check validator performance and create a Salesforce task when a finding needs follow-up.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real validator example.
Questions about this workflow
What starts this automation?
A recurring Notis schedule starts it. Notis checks Beaconchain data when the automation runs.
What does it create in Salesforce?
A task describing the performance finding and follow-up, based on the Beaconchain data available to Notis.
Can it tell whether performance has dropped?
Notis can assess the available performance data. If you need comparison to a particular baseline or threshold, include that value in your instruction.
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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