Review pipeline work and active goals in one scheduled report
Get a regular snapshot of sales work and active goals so planning starts with context instead of app hopping.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all goals
Tool to retrieve all goals for a specified user. use when listing a user's active goals.
Why this helps
Pipeline planning and personal goal review often happen in separate places, which makes it harder to see the full workload.
- Bring pipeline context and active goals into one scheduled review.
- Reduce repeated app switching during planning.
- Use one report to identify what needs attention next.
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.
- 3Ask Notis in one instruction to review available Salesforce pipeline information and active Beeminder goals on a schedule, then summarize key commitments.
- 4Choose a recurring schedule as the trigger and select a report channel.
- 5Test with one real example and review the report.
Questions about this workflow
Which Salesforce trigger event does this use?
This workflow uses a Notis recurring schedule rather than a Salesforce integration event. The prompt can ask Notis to retrieve the available Salesforce pipeline information.
Does the Beeminder action return datapoints?
No. The selected action retrieves active goals. It does not fetch datapoints.
Can it compare progress against a baseline?
Only if the necessary baseline and progress details are available from the connected services or supplied in the prompt. Do not assume missing history.
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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