Review contact changes with goal urgency in view
Get a fresh view of available Beeminder urgency and goal information when an existing contact changes.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
Contact changes can trigger extra follow-up just when deadlines and current commitments are hard to keep in view.
- Retrieve Beeminder user information after contact edits.
- Keep returned urgency and goal details close to contact changes.
- Use changed-field context to focus the report.
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 provide a name and prompt.
- 3Ask Notis in one instruction to retrieve Beeminder user information when an existing Salesforce contact is modified and summarize relevant returned context.
- 4Pick Salesforce Contact Updated as the trigger and choose a run report channel.
- 5Test with one real contact update and review the report.
Questions about this workflow
Does the trigger show which contact fields changed?
Yes. The event emits changed fields alongside relevant timestamps.
Does Beeminder provide a custom deadline for each Salesforce contact?
Not necessarily. The action retrieves user information such as timezone, goals, urgency, or deleted goals after authentication. Provide any additional deadlines or rules yourself.
Will the workflow edit the contact?
No. This workflow reads the contact update and retrieves Beeminder information for a run report.
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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