Prepare for calls tied to open opportunities
Keep the next customer conversation connected to the opportunity it may move forward.
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
Upcoming sales calls can be disconnected from the active opportunity and its next steps.
- Focus prep tasks on meetings connected to opportunities.
- Keep call preparation visible in Salesforce.
- Reduce context switching before sales conversations.
Setup
Build it in a few focused steps.
- 1Connect Calendarhero and Salesforce once in the Notis portal.
- 2Create an automation in the portal with a name, prompt, and report channel.
- 3In one instruction, ask Notis to review upcoming meetings, identify a matching Salesforce opportunity, and create a prep task with available meeting details.
- 4Pick a recurring schedule and set where run reports go.
- 5Test with one upcoming meeting tied to a known opportunity.
Questions about this workflow
Can this prioritize opportunities by stage or value?
Ask Notis to use stage or value when those fields are available from Salesforce, and specify your priority rule in the instruction.
What if more than one opportunity matches?
Instruct Notis to flag ambiguous matches for review instead of choosing arbitrarily.
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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