Find time for the next opportunity conversation
See whether your calendar has room for the follow-up a changing opportunity needs.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
An opportunity changes, but finding time for the next conversation means switching apps and checking your calendar manually.
- Spot open time after an opportunity update.
- Keep scheduling research close to the sales context.
- Reduce manual calendar checking.
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 opportunity changes and summarize the available windows for planning a follow-up.
- 4Pick the New or Updated Opportunity trigger, then choose where run reports go.
- 5Test with one real opportunity update.
Questions about this workflow
Does this workflow book a meeting?
No. It checks free and busy availability in Cal and can report the result for planning.
Can it read calendar event details?
The availability action returns free and busy information without revealing event details.
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
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