Make room for new lead introductions
A new lead arrives. Get a quick view of free time for an introduction.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
New leads can sit while you switch between Salesforce and your calendar to find a time to reach out.
- Check availability as soon as a lead is created.
- Keep lead follow-up planning in one run report.
- Spend less time switching between apps.
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 a lead is created and summarize open windows for an introduction.
- 4Pick the New Lead Trigger, then choose where run reports go.
- 5Test with one real new lead.
Questions about this workflow
Will it contact or book the lead?
No. This workflow checks calendar availability and reports the result. It does not contact the lead or create a booking.
What does Cal return?
Cal returns free and busy availability for a specified accessible calendar.
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.