Keep deal linked QR codes current as opportunities move
A deal changes direction or timing. Have Notis check the related QR code and update the details you name in your instruction.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Update QR Code
Tool to update an existing qr code by its id. use when you need to modify qr code attributes; only provided fields are changed.
Why this helps
QR assets can retain stale campaign details after the Salesforce opportunity they support has changed.
- React to new or updated opportunities.
- Reduce the chance of stale QR code details.
- Keep deal related QR assets aligned with the latest CRM record.
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 it for the QR update outcome.
- 3Tell Notis which existing QR code to find and which details to update from the opportunity.
- 4Pick the New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity that has a known linked QR code.
Questions about this workflow
Will this create a QR code for a new opportunity?
No. The listed Beaconstac actions do not include creating QR codes. This workflow updates an existing QR code that Notis can identify.
What if an opportunity has no linked QR code?
Ask Notis to report that no match was found. Include a reliable shared identifier in your instruction or records before using the automation broadly.
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
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No card. Works with personal or business Beaconstac.