Keep Calendly meeting context with the Salesforce record
Put the booking details and the context you provide where your team already looks before a conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important attendee and meeting context can be scattered across booking confirmations, inboxes, and CRM records.
- Keep a readable record of booking context in Salesforce.
- Reduce searching across tools before a conversation.
- Capture supplied notes alongside the related record.
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 the note it creates.
- 3Tell Notis to create a Salesforce note using booking details and any notes supplied in the request, attached to the Salesforce record ID you provide.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real booking and verify the note is attached to the intended record.
Questions about this workflow
Does this automatically find the right Salesforce record?
The instruction should include a known Salesforce record ID, or direct Notis to find a matching record using information available to it. Check the attachment with a real example.
Can it write a summary of the meeting?
It can summarize meeting notes supplied in the request. A booking alone does not contain a transcript or discussion summary.
What happens if the request has no notes?
The instruction can create a note from the booking details alone, or tell Notis to skip note creation when there is no useful context.
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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