Make Space for What Matters Most
New account arrives? Instead of squeezing onboarding into scattered gaps, Notis moves lower-priority events to create a dedicated onboarding block. Your calendar reflects your real priorities.
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
Move Event
Moves an event to another calendar, i.e., changes an event's organizer.
Why this helps
High-value accounts get created, but you can't find a real time block to onboard them because your calendar is fragmented with lower-priority work.
- VIP accounts get proper time allocation
- Calendar reflects true priorities
- No more crammed-in onboarding
- Predictable capacity for new accounts
Setup
Build it in a few focused steps.
- 1Connect integrations to Notis
- 2Ask Notis: 'When a large new account is created, move any existing meetings below [tag/type] and create a full 4-hour onboarding block'
- 3Set notification channel
- 4Select 'Account Created or Updated' trigger with size filter
- 5Verify by creating a test large account
Questions about this workflow
Will Notis actually reschedule my meetings?
Only if you explicitly ask it to. Be specific: 'Move internal team meetings if needed' vs. 'never reschedule client meetings.'
What if critical meetings are the only thing in those slots?
Notis respects your rules. If you say 'never move client meetings,' it won't, so onboarding finds different time.
How does Notis know what's 'low priority'?
You define it in your prompt. Tag certain meetings or use keywords: 'Move any meeting tagged 'admin' or 'internal'.'
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
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 Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Update Calendar
Updates metadata for a calendar.
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.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Salesforce and Google Calendar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Calendar.