Review report results with QR scan context
Bring report output and QR activity together for a faster campaign review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get report instance results
Gets the results of a report instance created by running a report. check status to see if report has completed.
Why this helps
Reviewing separate report results and scan analytics takes extra effort and makes patterns harder to spot.
- Combine existing report output with scan context.
- Make a recurring review quicker to prepare.
- Flag incomplete report runs or missing associations.
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 retrieve results for the supplied Salesforce report instance, check its status, and summarize relevant Beaconstac analytics alongside completed results.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with one report instance and real analytics, confirming incomplete results are clearly identified.
Questions about this workflow
Does this run a Salesforce report?
No. The selected action retrieves results for a report instance that has already been created.
What if the report is still running?
The workflow should report its status and avoid presenting incomplete results as final.
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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