Keep deal planning close to product news
Opportunity changes can signal a new conversation. Have recent Beamer announcements ready when the team reviews the deal.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get Posts
Tool to retrieve a list of posts. use when you need ids and titles of posts for further operations.
Why this helps
Deal reviews often miss new product news because checking the changelog is a separate task from updating the opportunity.
- Bring recent product announcements into opportunity review.
- Make it easier to consider relevant product context at deal milestones.
- Keep a concise report with the opportunity update.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Beamer once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to retrieve recent Beamer posts when an opportunity is created or updated and summarize items that may help with deal planning.
- 4Choose the New or Updated Opportunity trigger, then select where run reports should go.
- 5Test with one real opportunity update and review the report.
Questions about this workflow
Does this detect opportunity stage changes specifically?
The listed trigger fires when an Opportunity is created or updated. It does not specify stage-only filtering.
Will Beamer posts be added to the Salesforce record?
The available action retrieves Beamer posts. This workflow reports the context and does not write to Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Beamer. A trigger fires from one place; an action lands in another.
Salesforce triggers
Beamer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Count Posts
Tool to count existing posts. use when you need the number of posts matching specific filters.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Category
Tool to retrieve a specific category by its id. use when you need to load metadata for a category before filtering or grouping posts by that category.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get Feed
Tool to retrieve the url for your standalone feed. use after embedding to fetch the feed link for embedding or sharing.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Feeds
Tool to retrieve the url for your feed. use when you need to embed or access your standalone feed.
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.
Get Feed URL
Tool to retrieve the url for your personalized feed. use after setting segmentation or language options to embed or redirect users.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Notification
Tool to retrieve details of a specific notification by its unique notification id. use after obtaining the notification id to fetch its full details.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Notifications
Tool to fetch unread notifications. use after providing user context to retrieve and mark notifications as read.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get Post Comments
Tool to retrieve comments for a specific post. use after identifying the post id to list its comments.
Connect any two apps with Notis in the middle.
Salesforce and Beamer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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