Onboard Accounts on Schedule, Every Time
New account created? Notis doesn't just add one call—it blocks out your entire onboarding sequence (kick-off call, technical setup, training, launch review). One trigger, complete timeline.
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 Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Why this helps
Onboarding follows the same steps every time, but you manually add calendar events for each phase, losing time and sometimes skipping steps.
- Standardized onboarding every account
- Nothing gets skipped
- Reduced manual calendar management
- Onboarding stays on track
Setup
Build it in a few focused steps.
- 1Connect integrations to Notis
- 2Create automation: 'When a new account is created, schedule four calls over two weeks: 30-min kick-off tomorrow, 60-min technical setup three days later, 45-min training a week later, and 30-min launch review two weeks later'
- 3Choose notification channel
- 4Select 'Account Created or Updated' trigger
- 5Verify the multi-event sequence appears for a test account
Questions about this workflow
Can I adjust timing per account?
Your base sequence stays the same, but you can manually move events for high-priority or complex accounts.
What if a step gets skipped?
Notis creates all events; if you skip one, it's still there. Rescheduling signals that step is postponed.
Can different account types have different sequences?
Yes. In your prompt, you could say: 'For enterprise accounts, 4 calls; for SMB, 2 calls' and Notis will adapt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Google Calendar. A trigger fires from one place; an action lands in another.
Salesforce triggers
Google Calendar actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
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.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Update Calendar
Updates metadata for a calendar.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Delete event
Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Not just Salesforce and Google Calendar. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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