Rescheduled Meetings Auto-Clone Your Opportunities
You reschedule a major deal call from this month to next month. Notis clones the opportunity so you track the original timeline and the new one—giving you visibility into how delays compound.
Trigger
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.
Action
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.
Why this helps
Deals get rescheduled constantly, but your opportunities don't reflect the timeline changes. You update the close date but lose the history of when it was originally supposed to happen. After multiple reschedules, you can't see the deal's actual progress, just its current state.
- Keep historical records of original deal timelines
- Track how reschedules affect your forecast accuracy
- Maintain visibility into deal momentum through changes
- Build data on how often deals slip and by how much
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Salesforce to Notis
- 2Create an automation with the prompt: 'When I reschedule a major customer meeting, clone its opportunity in Salesforce to preserve the original timeline'
- 3Select 'Event Updated' to trigger when you modify the meeting
- 4Configure Slack to log when opportunity clones are created
- 5Test by rescheduling a customer meeting with an associated opportunity and confirming the clone appears in Salesforce
Questions about this workflow
Should I delete the old opportunity?
No, keep both. The original shows what you expected; the clone shows the new timeline. Together they tell the real story.
Does this create unnecessary clones for small reschedules?
You can refine it: 'only clone if rescheduling by more than 2 weeks' to avoid noise from minor adjustments.
Can it auto-close the original?
Yes. Tell Notis: 'mark the original opportunity as rescheduled and create a clone for the new timeline.'
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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