See active goals when monitored Salesforce records change
A meaningful record change can signal new work. Bring active goals into the report to help choose what needs attention.
Trigger
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.
Action
Get all goals
Tool to retrieve all goals for a specified user. use when listing a user's active goals.
Why this helps
Changes across Salesforce records can create unexpected work that competes with goals already in progress.
- Use monitored Salesforce record changes as a cue to review active goals.
- Keep emerging work beside current commitments.
- Summarize relevant context without opening another app.
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 when monitored Salesforce record values change and summarize any relevant overlap.
- 4Choose Salesforce Record Updated (Generic SObject) as the trigger and select a report channel.
- 5Test with one real monitored record change and review the report.
Questions about this workflow
What Salesforce records can start this workflow?
The generic trigger can monitor any Salesforce SObject. Its setup asks for the SObject type and which field values should be returned in the payload.
How does Salesforce detect a change?
The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Can Notis identify a priority conflict automatically?
It can analyze returned data, but it needs your criteria for priority or overlap when those rules are not included in the event or goal details.
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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