Keep New Accounts from Falling Through the Cracks
When a new account is created in Salesforce, Notis instantly creates a calendar event for your onboarding call. No more manual scheduling—your calendar stays in sync with your pipeline.
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
New accounts get created in Salesforce, but you forget to schedule the first call, or it slips through because you're juggling too many things.
- Never miss a new account handoff
- Eliminate scheduling back-and-forth
- Keep calendar accurate without manual data entry
- Free up mental energy for actual selling
Setup
Build it in a few focused steps.
- 1Connect your Salesforce and Google Calendar to Notis in the portal
- 2Ask Notis: 'When a new account is created in Salesforce, schedule a 30-minute call in my Google Calendar for the next business day'
- 3Choose your preferred notification channel (email, Slack, or Telegram) for run reports
- 4Pick 'Account Created or Updated' as your trigger
- 5Test with a real account creation to confirm the event shows up
Questions about this workflow
Can I customize the meeting duration?
Yes. In your plain-language prompt, just specify the length: '...schedule a 45-minute call...' Notis will handle it.
What if I'm too busy that day?
Notis creates the event, but you're free to reschedule. The point is it's on your calendar—you won't forget about it.
Does it work for all account types?
By default, yes. If you want to filter by account type or size, just mention it in your prompt: 'Only for accounts over X revenue.'
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.