Give every meeting inquiry a clear owner and next step
Turn a request to meet into a Salesforce task so the response does not get buried in messages.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Meeting requests can sit unanswered when they arrive outside the CRM workflow.
- Capture a meeting request as trackable CRM work.
- Keep the request associated with a matching lead or contact.
- Make the response step easier to assign and review.
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 read meeting request details from the webhook, find a matching Salesforce record, and create a response task with the requested scheduling context.
- 4Choose the webhook trigger and where run reports go.
- 5Test with one real inquiry and verify the record association.
Questions about this workflow
Does this schedule the meeting automatically?
This workflow creates a Salesforce task. Calendarhero scheduling can be requested in the prompt only if your connected setup supports that action and the request includes the needed information.
What if there is no matching lead or contact?
Instruct Notis to create an unlinked task for review or report the request without creating a task.
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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