Start your review with a Beamer roundup
Bring recent announcements into a regular review with a short, readable roundup delivered where your team works.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Product updates are easy to overlook when checking the changelog depends on remembering to open another app.
- Collect recent announcements for a regular review.
- Keep product updates visible in a chosen report channel.
- Ask Notis to summarize the retrieved post information.
Setup
Build it in a few focused steps.
- 1Connect Beamer once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction which Beamer posts to retrieve and how to summarize them for the review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the roundup covers the intended posts.
Questions about this workflow
Can Notis summarize the posts?
Notis can analyze the post data returned by Beamer. The available fields depend on what Beamer returns for those posts.
Can the roundup include only a date range?
Use date filters if they are supported by the Beamer action. The available event description does not specify exact filter fields.
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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