Connect Salesforce to Cal

When something happens in Salesforce, Notis takes the next step in Cal. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Salesforce to Cal

View example

Check calendar windows for new opportunities

When an opportunity changes, check Cal availability so you can find a time for the next customer conversation.

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Check time for new lead introductions

When Salesforce creates a lead, check calendar availability to make planning an introduction easier.

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Check calendar space for new contacts

When a Contact is created in Salesforce, check Cal availability to see when an introduction could fit.

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Review Cal bookings after contact updates

When a Salesforce Contact changes, fetch relevant Cal bookings to help you keep meeting context current.

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Bring bookings into completed task reviews

When a Salesforce task is completed, fetch Cal bookings to help you review the next scheduled conversation.

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Check availability when accounts change

When a Salesforce Account changes, check Cal availability to plan a customer conversation or account review.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Cal. A trigger fires from one place; an action lands in another.

Salesforce triggers

Cal actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add member to team

Adds a new member to a specified team within an organization by creating a team membership.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add organization attribute option

Adds a new option to an organization's attribute, requiring a display `value` and a `slug` unique for that attribute.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Delete oauth client webhook

Permanently deletes a specific webhook subscription of an oauth client in the cal application, stopping its notifications.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Cancel booking via uid

Cancels an existing and active cal.com booking using its unique identifier (uid).

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

Check calendar availability

Retrieves free/busy availability for a specified calendar to aid scheduling without revealing event details; requires an existing, accessible calendar, noting that data granularity can vary.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Check gcal synchronization status

Call this read-only action to verify the connection and synchronization status of a user's google calendar integration with cal.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Check ics feed calendar endpoint

Checks an ics feed url (expected as a query parameter) to verify its validity, accessibility, and icalendar data integrity.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Check Stripe status

Verifies if stripe is correctly connected to the cal scheduling system and functional for processing payments, reporting only on the integration's status.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.