Capture Calendly attendees as Salesforce contacts
Save attendee details in Salesforce as part of the booking flow, with an account relationship when you provide one.
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 attendees can remain absent from Salesforce because contact creation is easy to put off after scheduling.
- Reduce repeated entry of attendee information.
- Create contacts as part of a defined booking process.
- Include an existing account ID when the relationship is known.
Setup
Build it in a few focused steps.
- 1Connect Calendly and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for your contact creation rule.
- 3Tell Notis when to create a Salesforce contact and to use attendee details and any existing Salesforce account ID supplied in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one booking and confirm the contact details and account relationship.
Questions about this workflow
Can the new contact be associated with an account?
Yes. Provide a valid existing Salesforce account ID in the request and instruct Notis to associate the contact with it.
Does this check for duplicates first?
The create contact action creates a record. If avoiding duplicates matters, have the instruction check available Salesforce contact data first, or use a process that supplies the existing record decision.
What if the attendee does not have all contact details?
Instruct Notis to create only when the required details are present, and define what to do when they are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendly to Salesforce. A trigger fires from one place; an action lands in another.
Calendly 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.
Calendly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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