External Meeting Notifications Create Salesforce Records
Your website scheduler or third-party booking tool fires a webhook when someone books a demo meeting with you. Notis instantly creates a Salesforce note documenting the booking, so your sales team knows about it immediately.
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
Prospects book meetings through your website, but those bookings live in your scheduling tool, not in Salesforce. Your sales team doesn't know about them until they check the booking tool separately. Critical leads slip through because sales visibility is fragmented.
- Unify external meeting bookings into Salesforce automatically
- Give your sales team real-time visibility into inbound meetings
- Eliminate fragmented meeting data across multiple tools
- Ensure no booked meetings slip through the cracks
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis in your portal
- 2Create an automation with the prompt: 'When an external system sends a webhook notification about a scheduled meeting, create a Salesforce note with the booking details'
- 3Select 'Webhook / External Trigger' to accept incoming HTTP requests from your booking tool
- 4Configure your booking system to send a POST request to the Notis webhook URL
- 5Test by booking a demo through your website and confirming the note appears in Salesforce within seconds
Questions about this workflow
What data should the webhook send?
Meeting time, attendee name/email, topic, and any custom fields your booking tool captures. Notis is flexible about the payload structure.
Can it create a lead instead of just a note?
Yes. Tell Notis: 'extract the attendee email and create a lead if they're not already in Salesforce, then add the note.'
What if the webhook is from a tool we don't have an integration for?
Webhooks work with any tool. As long as it can POST JSON, Notis can accept it and create records in Salesforce.
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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