Keep Salesforce tasks current when Calendly meetings are canceled
When a cancellation comes in, close the related task so your follow-up list reflects what actually happened.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Complete task
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Why this helps
Canceled meetings can leave stale follow-up tasks that make it harder to see what still needs attention.
- Clear stale tasks after a meeting cancellation.
- Keep follow-up lists more accurate.
- Use cancellation context to decide whether a task should close.
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 canceled meetings.
- 3Tell Notis to complete the Salesforce task ID supplied with a Calendly cancellation, adding a short cancellation note when useful.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one cancellation and verify the intended task was completed.
Questions about this workflow
How does the automation know which task to complete?
Include the Salesforce task ID in the request, or instruct Notis to identify the matching task from information available to it and verify the match before acting.
Can the task be deleted instead?
This workflow completes the task and can include a cancellation note. It does not delete the task.
Can it reschedule the follow-up?
The listed action completes a task. To create a new follow-up, use a separate automation with the Salesforce create task action and a clear rescheduling rule.
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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