Bring Salesforce context to the next Calendly conversation
Put relevant CRM context next to the Salesforce record before the meeting, so you can get oriented faster.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Preparing for a meeting often means switching between Calendly and Salesforce to rebuild the context.
- Keep useful Salesforce context with the relevant record.
- Reduce pre-meeting searching across apps.
- Create a concise reference from information available to Notis.
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 meeting context.
- 3Tell Notis to review upcoming Calendly meetings, find the supplied or matching Salesforce record, and create a note with relevant available context before the meeting.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one upcoming meeting and confirm the note is accurate and attached to the right record.
Questions about this workflow
Can it create a note if no Salesforce record matches?
Specify whether Notis should skip the meeting, report the missing match, or use a record ID you provide. Check the first run to confirm matching behavior.
Will the note include a call transcript?
Only if a transcript or meeting notes are available to Notis. A scheduled review of an upcoming booking alone does not provide a transcript.
How far ahead should the schedule run?
Choose a recurring schedule that fits your preparation routine and state the meeting window in the instruction.
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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