Keep past goal context close to a new contact
A new contact can reopen an old thread. Bring archived goal context into view when it helps you decide what to pick up.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Get Archived Goals
Tool to retrieve archived goals for a specified user. use when you need to inspect a user's past archived goals.
Why this helps
Past commitments are easy to forget when a new contact brings an old project or conversation back into focus.
- Retrieve archived goals when a Salesforce contact is created.
- Bring historical goal context into a fresh follow-up.
- Reduce time spent searching through past commitments.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Beeminder once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to retrieve archived Beeminder goals when a Salesforce contact is created and summarize only context relevant to the contact.
- 4Choose Salesforce New Contact Trigger and select a report channel.
- 5Test with one real contact and review the run report.
Questions about this workflow
Does retrieving archived goals reactivate them?
No. The action reads archived goals for inspection; it does not change their status.
How does Notis know which archived goals relate to the contact?
Notis can summarize available data against context in the Salesforce event. If the event lacks a useful connection, provide matching context in your prompt.
Can this retrieve current goals too?
This workflow uses the archived goals action. To retrieve active goals, use the Get all goals action in a separate automation.
When this happens · Trigger
Do this · Action
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Charge
Tool to create a new charge for a user. use when billing a user outside of goal pledges; supports dryrun mode.
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 all goals
Tool to retrieve all goals for a specified user. use when listing a user's active goals.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Archived Goals
Tool to retrieve archived goals for a specified user. use when you need to inspect a user's past archived goals.
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 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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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