Keep QR-engaged people in Salesforce
Capture a person connected to a QR experience as a Salesforce contact with useful context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
People who engage through QR experiences can be difficult to track when their details are scattered across tools.
- Record supplied person details as a contact.
- Add available QR context for future conversations.
- Keep relationship history easier to locate.
Setup
Build it in a few focused steps.
- 1Connect Beaconstac and Salesforce once in the Notis portal.
- 2Create an automation in the portal, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to create a Salesforce contact from supplied person details and include relevant Beaconstac context; provide a last name and any desired account association.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real person and verify the contact and any account association.
Questions about this workflow
Can the contact be linked to an account?
Yes, when you supply or the available data identifies a valid Salesforce account. Do not use an unverified account association.
What if the person details are incomplete?
The instruction should flag missing required details for completion before creating the contact.
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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