See campaign metrics beside the deals they may support
A scheduled review can bring Beaconstac performance and open opportunity context into one concise update for your next planning block.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Product Overview
Tool to get analytics overview for a specified product type over a given time interval. use after specifying the product type and time range to obtain summary metrics.
Why this helps
Founders can spend time moving between CRM and campaign analytics just to understand what needs attention.
- Combine a scheduled metric retrieval with Salesforce opportunity context.
- Reduce context switching during pipeline reviews.
- Surface campaign and deal information in one run report.
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 review outcome.
- 3Tell Notis which Salesforce opportunities to summarize and which Beaconstac product overview and interval to retrieve.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review run and confirm the product and interval are right.
Questions about this workflow
Does the product overview action return opportunity level attribution?
The listed action returns analytics overview metrics for a product type over a time range. It does not specify opportunity attribution, so provide any relationship information yourself.
Can I choose the reporting schedule?
Yes. Select a recurring schedule when choosing the Notis trigger.
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.