Meeting Acceptances Trigger Smart Lead Routing
A prospect accepts your call—that's engagement. Notis applies your lead assignment rules to ensure the right person on your team owns that lead, based on rules you've already set up.
Trigger
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Action
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.
Why this helps
You send out lots of meeting invites, but when people accept, they don't get routed to the right sales rep automatically. You manually assign leads, or worse, leave them unassigned. High-engagement prospects get lost in the shuffle.
- Route engaged prospects to the right sales rep automatically
- Use meeting acceptance as a trigger for smart lead assignment
- Ensure high-engagement prospects are claimed quickly
- Reduce manual lead assignment overhead
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Salesforce to Notis
- 2Create an automation with the prompt: 'When someone accepts a meeting invite, check if they're a lead in Salesforce and apply our assignment rules to route them properly'
- 3Select 'Attendee Response Changed' to trigger on acceptances
- 4Configure Slack to notify relevant team members when leads get routed
- 5Test by having a prospect accept a meeting invite and confirming they're assigned to the correct rep based on your rules
Questions about this workflow
How does it know which rules to apply?
It uses the lead assignment rules you've already configured in Salesforce. Notis just triggers them when the automation runs.
What if multiple reps are eligible?
Your Salesforce rules determine the order. Notis follows the exact same prioritization.
Can I adjust rules just for this automation?
You can, but generally it's better to use your existing rules. You can refine it per prompt if you want different routing.
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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