Salesforce Context Arrives Just Before Your Call
Your meeting starts in 10 minutes. Notis sends you the account summary—deal size, stakeholders, last activity, next steps—so you walk in fully prepared and confident.
Trigger
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.
Action
Get account
Retrieves a specific account by id from salesforce, returning all available fields.
Why this helps
You schedule meetings with prospects, but you don't review their account details until during the call. You scramble for context, lose credibility, or ask questions that should already be answered. The first minutes of calls are wasted on you catching up.
- Go into every call fully prepared with account context
- Use those critical first minutes to build rapport, not catch up
- Demonstrate that you know their business and history
- Reduce cognitive load by pre-staging information
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Salesforce to Notis
- 2Create an automation with the prompt: 'When a meeting is about to start, send me a summary of that account in Salesforce—deal stage, recent activity, key contacts'
- 3Select 'Event Starting Soon' (e.g., 10 minutes before) to time it right
- 4Configure Slack to deliver the context just before you dial in
- 5Test by scheduling a test meeting with a Salesforce account and confirming the details arrive at the right time
Questions about this workflow
What if the meeting doesn't have a Salesforce account?
Notis notifies you and can offer to create one, or just skip the account retrieval.
Can I customize what details get sent?
Yes. Tell Notis: 'send revenue, industry, and last opportunity update' or whatever matters to your preparation.
What if the meeting is in 5 minutes and I need context now?
You can request it manually anytime, or set the trigger earlier—Notis can send it 30 minutes before if that works better.
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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