Calendar Changes Sync Contact Context to You
You reschedule a call and add a new attendee to the meeting. Notis immediately looks up that new person in Salesforce and sends you their contact details—so you know who you're talking to.
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
Get contact
Retrieves a specific contact by id from salesforce, returning all available fields.
Why this helps
You update meetings (add attendees, change times, adjust location), but you don't automatically check if new attendees are in Salesforce or grab their context. You end up talking to people whose background you haven't reviewed, or discovering last-minute that they're a key decision-maker.
- Know who's joining your calls by auto-fetching attendee context
- Stay informed when new people are added to existing meetings
- Prepare appropriately for updated attendee lists
- Reduce surprises and improve meeting readiness
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Salesforce to Notis
- 2Create an automation with the prompt: 'When I update a meeting and add new attendees, look up those people in Salesforce and send me their contact details'
- 3Select 'Event Updated' to trigger on any meeting change
- 4Configure Slack to deliver attendee context quickly
- 5Test by adding someone to an existing meeting and confirming their Salesforce contact details arrive in your notification channel
Questions about this workflow
What if the new attendee isn't in Salesforce?
Notis lets you know they're not found and can create a new contact if you'd like.
Does it fetch details for all attendees or just new ones?
You can specify in the prompt: 'just new attendees' or 'refresh all attendees' to get complete context.
Can it send the details to my team?
Yes. Modify the prompt: 'send me and my manager the updated attendee list' and both of you get it.
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
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.