Bring QR engagement into contact reviews
Make relationship reviews easier with available QR activity close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Contact reviews can miss useful QR engagement clues when the activity sits outside Salesforce.
- Add available engagement context to contact reviews.
- Prepare for follow-up with fewer tool switches.
- Avoid treating uncertain matches as confirmed.
Setup
Build it in a few focused steps.
- 1Connect Beaconstac and Salesforce once in the Notis portal.
- 2Create an automation in the portal, or describe the outcome to Notis in plain language.
- 3Ask Notis in one instruction to list Salesforce contacts and include Beaconstac scan context only when the available data reliably associates it with a contact.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with a real contact and analytics example and check the match handling.
Questions about this workflow
Will this change contact records?
No. The selected action lists contacts for a report.
Can Notis infer who scanned a QR code?
Only when the available data identifies the person. Anonymous scans should remain anonymous in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beaconstac to Salesforce. A trigger fires from one place; an action lands in another.
Beaconstac 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.
Beaconstac and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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