Keep new meeting attendees in Salesforce
Capture a new customer contact while their meeting details are already in front of you.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
New people met through scheduled calls may never make it into the CRM.
- Capture new people from meeting details.
- Check for an existing contact before creating a duplicate.
- Keep attendee information available for later follow-up.
Setup
Build it in a few focused steps.
- 1Connect Calendarhero and Salesforce once in the Notis portal.
- 2In Automations, create a new automation with a name, prompt, and report channel.
- 3In one instruction, ask Notis to use webhook attendee details to search Salesforce contacts and create a contact only when required details are present and no confident match exists.
- 4Select the webhook trigger and where run reports go.
- 5Test with one attendee whose Salesforce status you know.
Questions about this workflow
What details are needed to create a contact?
Provide enough details to satisfy your Salesforce org's requirements, such as a last name. Notis should skip creation when required details are missing.
Will it link the contact to an account?
Only if the matching account can be identified and the connected action supports the association details. Instruct Notis to leave it for review if uncertain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendarhero to Salesforce. A trigger fires from one place; an action lands in another.
Calendarhero 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.
Calendarhero and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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