Keep customer locations current across Salesforce and Beaconstac
Account details change. Notis can update the matching Beaconstac place so your location data stays in step without another manual pass.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Update Place
Tool to update the specified place by id. use after retrieving the place to modify its details, such as name, address, or coordinates.
Why this helps
Outdated addresses and location details can leave proximity campaigns pointing at the wrong place.
- Keep matching place details current after account edits.
- Reduce repeated copy and paste between tools.
- Use Salesforce as the source for account location details.
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 give it a clear name.
- 3Tell Notis to find the matching Beaconstac place and update its details from the changed Salesforce account.
- 4Pick the Account Created or Updated trigger and choose where run reports should go.
- 5Test with one real account that has a matching Beaconstac place.
Questions about this workflow
Does this create a Beaconstac place if none exists?
This workflow is for updating a matching place. Ask Notis to report when it cannot find one; creating a place would require a separate automation using the Create Place action.
How does it identify the matching place?
Describe the identifier available in both systems, such as an account name or another shared reference. If no reliable shared identifier exists, provide one before relying on automatic matching.
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.
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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
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Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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Record Updated (Generic SObject)
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New Contact Trigger
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Delete QR Code Template
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New Lead Trigger
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New or Updated Opportunity
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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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