Turn selected new contacts into Beaconstac users
When a new contact should get Beaconstac access, let Notis prepare the user record from the contact details you specify.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Create User
Tool to create a new user. use when onboarding a new user under your organization (reseller plan and above).
Why this helps
Platform access requests can sit unnoticed while someone re-enters contact details by hand.
- Respond to qualifying contacts as they are created.
- Reduce repeated entry of contact details.
- Keep onboarding tied to a clear Salesforce event.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Beaconstac once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the onboarding outcome.
- 3Tell Notis which contacts qualify and what user details to use.
- 4Pick the New Contact trigger and choose where run reports should go.
- 5Test with one real contact intended to receive Beaconstac access.
Questions about this workflow
Is Beaconstac user creation available on every plan?
The listed action says user creation is for reseller plan and above. Confirm your Beaconstac plan supports it.
Will every new contact receive access?
Describe the qualification rule in your instruction so Notis creates users only for intended contacts.
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.