Make proximity campaign performance easier to review
Set a recurring moment to gather Beaconstac performance metrics, then read a concise summary in the channel your team already checks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Period Overview
Tool to get period overview analytics for products including counts, impressions, and conversion percentage. use after specifying the product type and time interval.
Why this helps
Useful scan and conversion metrics can stay buried because reviewing another dashboard never makes it onto the calendar.
- Create a recurring metrics review habit.
- Retrieve product counts, impressions, and conversion percentage where available.
- Keep performance review close to your regular operating rhythm.
Setup
Build it in a few focused steps.
- 1Connect Beaconstac once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the performance review.
- 3Tell Notis which product type and time interval to use for the period overview.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the requested metrics appear.
Questions about this workflow
Which metrics can the period overview include?
The listed action provides product overview analytics including counts, impressions, and conversion percentage. Availability can depend on the selected product and interval.
Can I use a different interval than the schedule frequency?
Yes. State the analytics time interval in your instruction; it is separate from how often the automation runs.
When this happens · Trigger
Do this · Action
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create QR Template
Tool to create a new qr code template. use when you need reusable design presets for qr codes.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create User
Tool to create a new user. use when onboarding a new user under your organization (reseller plan and above).
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.
Delete QR Code
Tool to delete a qr code by its id. use when you need to remove an existing qr code after validation.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Tag
Tool to delete a tag by its id. use when you need to remove an existing tag after validation.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Connect any two apps with Notis in the middle.
Salesforce and Beaconstac, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Beaconstac.