Turn account changes into timely conversations
When an account changes, have a Calendly option ready for a timely check-in with the right people.
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
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Why this helps
Account updates can call for a conversation, but busy teams may overlook or delay arranging one.
- Make account follow-up easier to start
- Reduce delay between account changes and a conversation
- Keep a booking option ready to share
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Calendly scheduling link when an account is created or updated, and include account context in the result.
- 4Pick the Salesforce Account Created or Updated trigger and choose where run reports should go.
- 5Test with one real account change and confirm the link is ready to share.
Questions about this workflow
What account changes start this?
The Salesforce event uses LastModifiedDate as a high-watermark to capture both account creation and updates.
Does this book the meeting automatically?
No. It creates a scheduling link that you can share with the account contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Calendly. A trigger fires from one place; an action lands in another.
Salesforce triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel event
Permanently cancels an existing, active scheduled event by its `uuid`, optionally providing a `reason`, which may trigger notifications to invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an invitee no-show
Marks an invitee, identified by their existing and valid uri, as a 'no show' for a scheduled event.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create One-Off Event Type
Creates a temporary calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host uris, a future date/range for `date setting`, and a positive `duration`.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
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.
Create share
Creates a customizable, one-time share link for a calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create single use scheduling link
Creates a one-time, single-use scheduling link for an active calendly event type, expiring after one booking.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create webhook subscription
Creates a calendly webhook subscription to notify a specified `url` (which must be a publicly accessible https endpoint) for selected `events` within a given `organization` and `scope`.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete invitee data
Permanently removes all invitee data associated with the provided emails from past organization events, for data privacy compliance (requires enterprise subscription; deletion may take up to one week).
Connect any two apps with Notis in the middle.
Salesforce and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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