Connect Salesforce to Beeminder

When something happens in Salesforce, Notis takes the next step in Beeminder. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Salesforce to Beeminder

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Review Salesforce Opportunities Against Beeminder Goals

When an opportunity changes, check current Beeminder goals to help you spot a sales commitment that needs attention.

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Add Beeminder Context to Completed Salesforce Tasks

When a Salesforce task is completed, retrieve Beeminder user details and include available goal context in a run report.

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Review Active Goals When a Salesforce Lead Arrives

For a new Salesforce lead, retrieve active Beeminder goals and add a concise goal check to the run report.

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Check Beeminder Context When a Salesforce Account Changes

When a Salesforce account is created or updated, retrieve Beeminder user information for a compact context check.

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Review Past Beeminder Goals for a New Salesforce Contact

When a contact is created, retrieve archived Beeminder goals to surface relevant past goal context for review.

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Check Beeminder Urgency Context After a Contact Update

When an existing Salesforce contact changes, retrieve Beeminder user information and include available urgency context in the report.

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Check Active Beeminder Goals After a Salesforce Record Change

When monitored Salesforce record fields change, retrieve active Beeminder goals and report potential priority context.

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Review Salesforce Pipeline Context with Active Beeminder Goals

On a schedule, review Salesforce pipeline information alongside active Beeminder goals to see current commitments together.

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Open a Deal Review with Beeminder Context on Demand

Start a Notis webhook from a deal review to retrieve Beeminder user information and include relevant context in the report.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Beeminder. A trigger fires from one place; an action lands in another.

Salesforce triggers

Beeminder actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Authenticate and Redirect User

Tool to authenticate a user and redirect them to a given url. use when sending a user into the beeminder web ui directly after oauth or token validation.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Charge

Tool to create a new charge for a user. use when billing a user outside of goal pledges; supports dryrun mode.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Get all goals

Tool to retrieve all goals for a specified user. use when listing a user's active goals.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Get Archived Goals

Tool to retrieve archived goals for a specified user. use when you need to inspect a user's past archived goals.

ActionInstant

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.

TriggerPolling

Get Beeminder User Information

Tool to retrieve information about a specified beeminder user. use when you need to fetch details like timezone, goals, urgency, or deleted goals after authenticating successfully.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.