Attach a Beamer feed link to new organization onboarding
Give every new account a ready product update resource.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Get Feeds
Tool to retrieve the url for your feed. use when you need to embed or access your standalone feed.
Why this helps
Onboarding handoffs often omit the feed link that keeps customers informed about product changes.
- Standardize onboarding handoffs
- Share a current product resource
- Reduce setup interruptions
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Beamer in Notis once.
- 2Create an automation that retrieves the Beamer feed URL and explains how it should be included in the organization brief.
- 3Pick the Pipedrive New Organization Received trigger.
- 4Choose where run reports go and test with one real organization.
Questions about this workflow
Which feed URL does this return?
The Get Feeds action retrieves the feed URL available for your Beamer setup.
Can it personalize the link per user?
For personalized links, use the Get Feed URL action with the required user context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Beamer. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Beamer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Count Posts
Tool to count existing posts. use when you need the number of posts matching specific filters.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Category
Tool to retrieve a specific category by its id. use when you need to load metadata for a category before filtering or grouping posts by that category.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Feed
Tool to retrieve the url for your standalone feed. use after embedding to fetch the feed link for embedding or sharing.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Feeds
Tool to retrieve the url for your feed. use when you need to embed or access your standalone feed.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Feed URL
Tool to retrieve the url for your personalized feed. use after setting segmentation or language options to embed or redirect users.
Get Notification
Tool to retrieve details of a specific notification by its unique notification id. use after obtaining the notification id to fetch its full details.
Get Notifications
Tool to fetch unread notifications. use after providing user context to retrieve and mark notifications as read.
Get Post Comments
Tool to retrieve comments for a specific post. use after identifying the post id to list its comments.
Connect any two apps with Notis in the middle.
Pipedrive and Beamer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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