Turn Beamer release updates into Salesforce follow-ups
Keep customer follow-up from getting lost after a product update. Notis checks Beamer changelog activity and creates Salesforce tasks for releases that call for outreach.
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
Release notes can be easy to publish and easy to forget when it is time to tell customers what changed.
- Create a Salesforce task when a changelog update calls for customer outreach.
- Keep product release follow-up in the CRM your team already uses.
- Reduce the manual review needed to spot outreach-worthy changes.
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 recent Beamer changelog activity and create Salesforce tasks for updates that need customer outreach.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real Beamer update and confirm the Salesforce task is useful.
Questions about this workflow
Does Beamer start this automation with an event?
No Beamer trigger events are available here. Choose a Notis schedule and have Notis check Beamer changelog activity.
Does it create a task for every release?
The instruction can ask Notis to create tasks only when an update calls for outreach. Your prompt should describe what qualifies.
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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