Keep customer decisions from Cal meetings in Salesforce
Capture what was decided, with enough context for the next person to pick up the thread.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Customer decisions are easy to lose when they live only in someone's recollection or meeting notes.
- Preserve explicit decisions with the related record
- Make handoffs easier to understand
- Avoid treating speculation as a customer decision
Setup
Build it in a few focused steps.
- 1Connect Cal and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a concise Salesforce note only for explicit decisions in the Cal payload and attach it to a confident record match.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real meeting payload that includes a decision.
Questions about this workflow
Will it summarize the whole meeting?
You can ask for a concise decision note. The note should include only information present in the payload.
What if no decision was made?
Instruct Notis to skip note creation when the payload contains no explicit decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cal to Salesforce. A trigger fires from one place; an action lands in another.
Cal triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Cal and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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