Spot open deals with no meeting on the calendar
Make quiet opportunities visible so you can decide whether to schedule, follow up, or close them out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Open deals can sit untouched because there is no simple view of which ones lack a next conversation.
- Surface open opportunities without a known upcoming meeting.
- Create a review task rather than assuming a meeting is required.
- Make pipeline follow-up easier to plan.
Setup
Build it in a few focused steps.
- 1Connect Calendarhero and Salesforce once in the Notis portal.
- 2Create an automation with a name, prompt, and report channel.
- 3In one instruction, ask Notis to review open opportunities, compare them with upcoming Calendarhero meetings using available account or attendee details, and create a task for opportunities without a confident meeting match.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with one opportunity whose meeting status you know.
Questions about this workflow
Does every opportunity need a meeting?
No. This workflow flags records for review. Define which opportunity stages or situations should be checked in the prompt.
What if the meeting cannot be matched to an opportunity?
Ask Notis to flag uncertain matches for review instead of treating them as uncovered.
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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