Keep Beamer release context with Salesforce records
Give your team a quick record of product changes alongside the Salesforce context they use to support accounts and opportunities.
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
Product updates and customer records live in different places, making it harder to recall what changed during an account conversation.
- Keep a concise changelog summary near a Salesforce record.
- Review product updates without manually copying release details.
- Use a record id supplied in the instruction to attach the note.
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 recent Beamer changelog activity as a Salesforce note and specify the record to attach it to.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real update and confirm the note is attached to the intended record.
Questions about this workflow
Can Notis choose which Salesforce record gets the note?
Provide the target Salesforce record in your instruction. This workflow does not discover an account or opportunity from Beamer activity.
What does the note include?
Ask Notis to summarize the changelog entries and include the details your team needs, such as the update name and relevant announcement context.
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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