Prepare Salesforce teams for upcoming Beamer announcements
Get launch preparation onto the team's task list while there is still time to coordinate customer conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
An upcoming feature announcement can reach customers before account teams have a clear reminder to prepare.
- Surface upcoming announcements that need account team preparation.
- Create tasks with timing and context drawn from Beamer announcement details.
- Keep launch readiness work visible in Salesforce.
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 review upcoming Beamer announcements and create Salesforce preparation tasks for launches that need account team coordination.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real scheduled announcement and review the task details.
Questions about this workflow
Will this trigger when an announcement is scheduled in Beamer?
No Beamer event trigger is available in this package. Notis checks for upcoming announcements on the schedule you choose.
Can it create tasks for every announcement?
Yes, if that is what you request. You can also instruct Notis to create tasks only for announcements that meet your criteria.
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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