Connect Salesforce to Beaconstac

When something happens in Salesforce, Notis takes the next step in Beaconstac. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Salesforce to Beaconstac

View example

Keep Beaconstac Places Aligned with Salesforce Accounts

When an account changes, update its matching Beaconstac place so location details stay current.

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Refresh Beaconstac QR Details When Deals Change

When an opportunity changes, update a linked QR code with the current deal or campaign details you specify.

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Create a Beaconstac Tag for New Lead Campaigns

When a Salesforce lead arrives, create a Beaconstac tag when your instruction calls for a new campaign category.

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Prepare Beaconstac Access for New Salesforce Contacts

Use a new Salesforce contact to prompt Beaconstac user creation when the contact should receive platform access.

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Check Beaconstac QR Performance After a Sales Task

When a Salesforce task is completed, fetch Beaconstac period overview metrics for the product and interval you specify.

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Update a Beaconstac Tag When Contact Details Change

When an existing Salesforce contact changes, update a matching Beaconstac tag when the changed information calls for it.

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Review Beaconstac Product Metrics Alongside Open Deals

On a schedule, retrieve Beaconstac product overview metrics for the product and interval you specify, then summarize relevant open Salesforce opportunities.

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Verify a Beaconstac QR Code Before Campaign Launch

Start from an HTTP request to retrieve and check a QR code against the Salesforce campaign or opportunity context you provide.

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Schedule a Beaconstac Proximity Performance Review

Retrieve Beaconstac period overview analytics on a schedule and summarize the results for the interval you choose.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Beaconstac. A trigger fires from one place; an action lands in another.

Salesforce triggers

Beaconstac actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Place

Tool to create a new place for location-based assets. use when you need to register a new physical place under an organization.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create QR Template

Tool to create a new qr code template. use when you need reusable design presets for qr codes.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Create Tag

Tool to create a new tag for organizing qr codes and other objects. use when you need to categorize qr codes under a specific organization.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Create User

Tool to create a new user. use when onboarding a new user under your organization (reseller plan and above).

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

Delete QR Code

Tool to delete a qr code by its id. use when you need to remove an existing qr code after validation.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Delete QR Code Template

Tool to delete a qr code template by its id. use when you need to permanently remove a qr code template that is no longer needed.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Delete Tag

Tool to delete a tag by its id. use when you need to remove an existing tag after validation.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

List Bulk QR Code Collections

Tool to list bulk qr code collections. use when you need to filter, search, or order your bulk qr code collections.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.