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Notis

Turn Contact Changes into Relationship Time

Contact just changed roles or updated their info? Notis adds a quick touchbase call to your calendar. Life changes at their company? You stay in the loop without it feeling reactive.

Trigger

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

Action

Quick Add Event

Parses natural language text to quickly create a basic google calendar event with its title, date, and time, suitable for simple scheduling; does not support direct attendee addition or recurring events, and `calendar id` must be valid if not 'primary'.

Why this helps

Contact activity (title change, department move) is interesting signal, but you don't proactively respond because scheduling that call requires friction you don't have.

  • Build stronger relationships proactively
  • Never miss important contact changes
  • Touchbases happen naturally
  • Reduced risk of losing contacts

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Google Calendar to Notis
  • 2Tell Notis: 'When a contact is updated, quickly add a 15-minute touchbase call to my calendar for tomorrow or this week'
  • 3Select notification channel
  • 4Choose 'Contact Updated' trigger
  • 5Verify with a contact profile update

Questions about this workflow

Won't this create too many events?

Only if you update contacts frequently. Most contact changes are rare, so you'll get one event per significant change.

Can I filter which types of updates trigger this?

Yes. Refine your prompt: 'Only if Title, Department, or Company changed' and Notis will apply that filter.

Should this be different for different accounts?

Absolutely. 'For VIP contacts, always schedule a call. For others, only for title changes' and Notis adapts accordingly.

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.

TriggerPolling

Insert Calendar into List

Inserts an existing calendar into the user's calendar list.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Update Calendar List Entry

Updates an existing entry on the user\'s calendar list.

ActionInstant

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.

TriggerPolling

Delete Calendar

Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Update Calendar

Updates metadata for a calendar.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Clear Calendar

Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

Create a calendar

Creates a new, empty google calendar with the specified title (summary).

ActionInstant

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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