Check the Salesforce pipeline before your Calendly meetings
See relevant opportunity details alongside your upcoming meeting prep, so you know what is already in motion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
A meeting can start before you have checked the current opportunity stage or recent pipeline context.
- Review opportunity details before a related meeting.
- Reduce last-minute CRM searches.
- Keep preparation grounded in Salesforce records.
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 opportunity review.
- 3Tell Notis to review upcoming Calendly meetings and list relevant Salesforce opportunities for attendees or accounts it can confidently match.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with an upcoming meeting tied to a known opportunity and inspect the returned details.
Questions about this workflow
Does this action create a new opportunity?
No. It lists Salesforce opportunities matching the query. This workflow is for review and preparation.
What if an attendee matches several opportunities?
Tell Notis how to present multiple matches or when to flag ambiguity. Do not assume a single opportunity unless the available data supports it.
Can it compare opportunity progress over time?
Only if prior values or history are supplied or accessible. The list action can return current opportunity data, not an unstated baseline.
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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