Keep account changes connected to your goal context
When an account record changes, get the available Beeminder context alongside the update for a clearer next step.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
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.
Why this helps
Important account changes can pull attention away from personal goals and make it harder to resume planned work.
- Retrieve Beeminder user information after account changes.
- Keep goal and urgency context near the account update.
- Support a more deliberate handoff back to planned work.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Beeminder once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Ask Notis in one instruction to retrieve Beeminder user information when a Salesforce account is created or updated and include useful context in the report.
- 4Choose Salesforce Account Created or Updated as the trigger and select a report channel.
- 5Test with one real account change and review the run report.
Questions about this workflow
Does this action inspect Salesforce account history?
No. The Salesforce trigger provides account creation or update events using LastModifiedDate as a high-watermark. The Beeminder action retrieves user information.
Will this send a reminder to me?
No. It retrieves account details such as timezone, goals, urgency, or deleted goals after authentication and includes the requested summary in the run report.
Can I use this to match an account to a Beeminder user?
Only if the event or your instruction provides enough identifying information. Notis cannot invent a matching identity.
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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