Every Meeting Brings Salesforce Context to Your Calendar
You schedule a call with a prospect. Two minutes later, Notis delivers their Salesforce account details to your notification channel—pipeline value, last activity, key contacts—so you go into the call informed.
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
Get account
Retrieves a specific account by id from salesforce, returning all available fields.
Why this helps
You schedule meetings but never pull the account context from Salesforce beforehand. You dial in unprepared, fumbling to remember the history, or worse, asking questions you already have answers to. It kills your credibility and makes you look disorganized.
- Go into every meeting with full account context and history
- Eliminate awkward moments asking questions you already know the answer to
- Prepare smarter talking points based on pipeline data
- Reduce prep time by automating context gathering
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Salesforce to Notis
- 2Create an automation with the prompt: 'When I create a new calendar event with a prospect, retrieve their account details from Salesforce and send me the context'
- 3Select 'Event Created' to fetch context as you schedule
- 4Configure Slack or email so you get the details before you go into the call
- 5Test by scheduling a meeting with an existing Salesforce contact and confirming account details arrive in your channel
Questions about this workflow
Which account details does it pull?
You specify in the prompt: pipeline stage, revenue, last activity, key contacts, etc. Notis fetches whatever matters to your process.
What if the contact isn't in Salesforce yet?
Notis will let you know and can suggest creating an account, or skip retrieval if it's a new contact.
How fast does this happen after I schedule?
Usually within a minute of creating the event. Salesforce is queried in real-time as the automation runs.
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.