Find room for an account conversation
Let account changes cue a quick check for open time to talk with the customer.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
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.
Why this helps
Account changes can call for a conversation, but finding time takes extra context switching.
- Use account updates as a prompt to review calendar space.
- Check free and busy windows in the same automation run.
- Make account follow-up easier to plan.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to check Cal availability when an Account changes and summarize open windows for a possible account conversation.
- 4Pick the Account Created or Updated trigger, then choose where run reports go.
- 5Test with one real Account update.
Questions about this workflow
Can this tell why an Account changed?
The trigger captures account creation or updates using LastModifiedDate. Ask Notis to use any relevant fields present in the event payload.
Does it reserve a time?
No. It reports free and busy availability and does not reserve or book a slot.
When this happens · Trigger
Do this · Action
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.
Add member to team
Adds a new member to a specified team within an organization by creating a team membership.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add organization attribute option
Adds a new option to an organization's attribute, requiring a display `value` and a `slug` unique for that attribute.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete oauth client webhook
Permanently deletes a specific webhook subscription of an oauth client in the cal application, stopping its notifications.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Cancel booking via uid
Cancels an existing and active cal.com booking using its unique identifier (uid).
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.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Check ics feed calendar endpoint
Checks an ics feed url (expected as a query parameter) to verify its validity, accessibility, and icalendar data integrity.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Connect any two apps with Notis in the middle.
Salesforce and Cal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cal.