Weekly Opportunity Reviews Stay Automatic
Every Monday morning, Notis delivers your open opportunity list to Salesforce (and your Slack channel). You start the week knowing exactly what's in play, with no manual list-building.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
You have a weekly pipeline review, but it's reactive. You scramble to pull open opportunities from Salesforce, half of which you'd forgotten about. Your team doesn't have a shared view of what's actively being worked. Context shifts week to week.
- Get a consistent, automated weekly snapshot of your open deals
- Share a unified pipeline view with your team every week
- Never miss an opportunity that needs attention
- Reduce prep time for your weekly sales meetings
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Salesforce to Notis
- 2Create an automation with the prompt: 'Every Monday morning at 9am, list all open opportunities in Salesforce and send them to me and my team'
- 3Select 'Cron / Recurring Schedule' to run weekly at your preferred time
- 4Configure Slack or email to deliver the opportunity list
- 5Test by running the automation manually and confirming the list appears with your most important deals
Questions about this workflow
Can I filter which opportunities appear?
Yes. Tell Notis: 'only show opportunities in Discovery and Proposal stages' or 'only deals larger than $50k' and it will filter for you.
What if I want different filters for different team members?
Create multiple automations, each with different prompts tailored to what each person needs.
Should this be a task in Salesforce or a message?
You choose: message/email for a notification, or create it as a task if you want it tracked in Salesforce.
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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