Keep new customer meeting context in Salesforce
Give a new customer meeting a home in Salesforce. Notis can capture the event's stated purpose, time, and preparation context as a concise note on the known record.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Meeting details and preparation context can be scattered between a calendar invite and a CRM record.
- Keep event context near the related Salesforce record.
- Create a concise brief from details in the calendar event.
- Skip events with no confidently matched Salesforce record.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a concise Salesforce note for a new customer meeting, using only the event's stated purpose and details, and attach it only to a confidently identified record.
- 4Pick the Outlook New Calendar Event trigger and choose where run reports should go.
- 5Test with one real customer event and confirm the correct record received the note.
Questions about this workflow
Will it create a note for every new event?
You can instruct Notis to process only customer meetings with enough event detail and to ignore personal or internal events.
Can Notis add background about the account?
This workflow uses the calendar event and Salesforce action available here. Ask Notis to include only information it can actually access and to avoid inventing account history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Salesforce. A trigger fires from one place; an action lands in another.
Outlook triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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