Keep sales commitments visible alongside your Beeminder goals
When a deal moves, get a quick look at your active goals so sales follow-through does not disappear between apps.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get all goals
Tool to retrieve all goals for a specified user. use when listing a user's active goals.
Why this helps
Opportunity updates can create follow-up work that is easy to lose while switching between a CRM and goal tracker.
- Review active goals when an opportunity is created or updated.
- Reduce app switching during sales follow-up.
- Use the current goal list to identify relevant 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 active Beeminder goals when an opportunity changes and summarize goals relevant to the deal.
- 4Choose Salesforce New or Updated Opportunity as the trigger and select a report channel.
- 5Test with one real opportunity and review the run report.
Questions about this workflow
Does this workflow update Beeminder goals?
No. It uses the Get all goals action to retrieve active goals and summarize relevant context. It does not create datapoints or update goals.
What starts the automation?
A Salesforce opportunity being created or updated.
Can Notis decide which goals are relevant?
Notis can compare the returned goal information with the opportunity details. Supply any matching rules or business context that are not present in the returned data.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Beeminder.