Keep announcement context on a Salesforce account
Make product announcement context easier to find during account reviews by saving a concise note to the Salesforce account you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Account teams may miss relevant product announcements when launch information stays separate from account history.
- Save announcement context with an identified Salesforce account.
- Give account reviews a concise reminder of relevant product changes.
- Avoid manually copying announcement details into CRM notes.
Setup
Build it in a few focused steps.
- 1Connect Beamer and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to summarize relevant Beamer announcements in a Salesforce note and provide the account record to attach it to.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with a real announcement and verify the note appears on the specified account.
Questions about this workflow
How does Notis know which account to use?
Include the Salesforce account record or id in your instruction. Beamer announcement details alone do not identify a Salesforce account.
Can the note be limited to certain announcements?
Yes. Describe the product area or announcement criteria in your instruction so Notis can focus the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beamer to Salesforce. A trigger fires from one place; an action lands in another.
Beamer 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.
Beamer and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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