Follow up on QR scan spikes in Salesforce
Put the next step beside your Salesforce records while the scan activity is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A sudden increase in QR scans can be easy to notice and still easy to forget to investigate or act on.
- Turn scan activity into a concrete next step.
- Keep the scan context with a Salesforce task.
- Reduce manual follow-up after reviewing analytics.
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 in plain language from any channel.
- 3In one instruction, ask Notis to review the relevant Beaconstac scan analytics and create a Salesforce task with a concise summary.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real scan example and confirm the task has useful context.
Questions about this workflow
Does Beaconstac start this workflow automatically?
No. Beaconstac has no listed trigger events here. A Notis webhook starts the run, and the instruction tells Notis to check Beaconstac analytics.
What if the scans do not identify a Salesforce record?
Ask Notis to create a general task with the scan details and note that no matching record was identified.
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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