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Notis

Refresh recurring sales review events

Keep your recurring review ritual aligned with the way your pipeline actually works.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Update Google event

Updates an existing event by `event id` in a google calendar; this is a full put replacement, so provide all desired fields as unspecified ones may be cleared or reset.

Why this helps

Recurring review events become misleading as priorities, owners, and agendas change.

  • Keep recurring meetings useful
  • Reflect current review goals
  • Reduce manual calendar edits

Setup

Build it in a few focused steps.

  • 1Connect Close and Google Calendar in Notis once.
  • 2Create an automation named Recurring sales review refresh.
  • 3Tell Notis to update the specified recurring event with the latest agenda, attendees, or notes from the scheduled Close planning context.
  • 4Choose a recurring schedule and a report channel.
  • 5Test it with one upcoming review event.

Questions about this workflow

What must I provide?

Provide the calendar ID, event ID, and the fields you want refreshed.

Will unspecified fields be cleared?

This is a full update action, so include every field you want to keep.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Close to Google Calendar. A trigger fires from one place; an action lands in another.

Close triggers

Google Calendar actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Insert Calendar into List

Inserts an existing calendar into the user's calendar list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Update Calendar List Entry

Updates an existing entry on the user\'s calendar list.

ActionInstant

Delete Calendar

Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.

ActionInstant

Update Calendar

Updates metadata for a calendar.

ActionInstant

Clear Calendar

Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.

ActionInstant

Create Event

Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.

ActionInstant

Delete event

Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.

ActionInstant

Create a calendar

Creates a new, empty google calendar with the specified title (summary).

ActionInstant

Connect any two apps with Notis in the middle.

Close and Google Calendar, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Google Calendar.