Know What You Already Have Planned
Contact just updated their info? Notis shows you all upcoming calls and meetings with them on your calendar. You go into the next interaction fully informed.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
List Events
Returns events on the specified calendar.
Why this helps
A contact updates their role or company, and you want to react, but you don't remember if you already have calls scheduled. You end up checking your calendar manually.
- Go into calls fully prepared
- Reduce redundant follow-ups
- Build stronger contact relationships
- See interaction frequency at a glance
Setup
Build it in a few focused steps.
- 1Connect integrations to Notis
- 2Create automation: 'When a contact is updated, show me all Google Calendar events scheduled with that contact in the next 30 days'
- 3Choose notification channel
- 4Select 'Contact Updated' trigger
- 5Test by updating a contact and reviewing the listed upcoming interactions
Questions about this workflow
How does Notis know which calendar events are with this contact?
It matches the contact name or email in the event title or attendees list. Be consistent in how you name contact meetings.
Can it show past interactions too?
Yes. Ask for it: 'Show me interactions from the past 90 days and next 30 days' and Notis will pull both.
What if there are no upcoming interactions?
Notis will report that and might suggest scheduling one: 'No upcoming interactions scheduled. Ready to book a call?'
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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