Start lead follow-up with your current goals in view
A new lead can start a string of follow-ups. Bring your active goals into the report before the inbox fills up.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Get all goals
Tool to retrieve all goals for a specified user. use when listing a user's active goals.
Why this helps
New leads often trigger immediate work, making it harder to remember existing goals and planned commitments.
- Retrieve current active goals as a new lead arrives.
- See existing commitments before planning follow-up.
- Keep the first response grounded in current priorities.
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.
- 3In one instruction, ask Notis to retrieve active Beeminder goals for a new lead and summarize any useful scheduling context.
- 4Select Salesforce New Lead Trigger and choose where run reports go.
- 5Test with one real new lead and review the report.
Questions about this workflow
Will it create a Beeminder goal for the lead?
No. The selected action retrieves active goals; it does not create or edit goals.
Does this send a message to the lead?
No. It produces a Notis run report with the requested goal context.
Can the report include a follow-up recommendation?
Yes, if you describe the recommendation criteria in the prompt. Any priorities or timing rules not supplied by Salesforce or Beeminder must be provided by you.
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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