Campaign Planning Meetings Auto-Create Salesforce Campaigns
You schedule a campaign brainstorm session for next week. Notis creates the campaign in Salesforce immediately, so your team can start organizing outreach while you're planning.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
You and your team discuss campaigns in calendar meetings, but the Salesforce campaign structure lags behind. Real planning happens in your calendar invites; Salesforce feels like a post-hoc archive instead of a live collaboration tool. You miss the chance to structure campaigns in real-time.
- Create campaigns in Salesforce the moment you plan them in calendar
- Keep campaign structure synchronized with your actual planning schedule
- Enable real-time team collaboration on campaign setup
- Reduce delay between planning and execution
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Salesforce to Notis
- 2Create an automation with the prompt: 'When I schedule a campaign planning meeting, create a matching campaign in Salesforce with that meeting's title and timing'
- 3Select 'Event Created' to trigger when you add the planning meeting
- 4Configure Slack or email to notify your team when the campaign is created
- 5Test by scheduling a campaign planning meeting and confirming the campaign appears in Salesforce
Questions about this workflow
What if I schedule a planning meeting but cancel it?
You can ask Notis to delete the campaign if cancelled, or leave it in draft mode so you manually handle it.
Can it auto-add team members to the campaign?
Yes. Tell Notis: 'add meeting attendees as campaign owners' and it will set them up for collaboration.
What should the campaign status be?
You define it in the prompt: 'create campaigns in Draft mode' or 'create them as Active and ready for launch.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Salesforce. A trigger fires from one place; an action lands in another.
Google Calendar triggers
Salesforce actions
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
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.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Event Updated
Triggers when an existing Google Calendar event is modified. Returns the event ID, change type, and the specific fields that changed with their previous and new values.
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.
Not just Google Calendar and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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