Turn Leads into Booked Calendar Time
Lead just arrived in Salesforce? Notis has already blocked time on your calendar for follow-up. Your lead response time drops because the friction is gone.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
Leads arrive throughout your day, and while they're warm, you're focused on other things. By the time you think to schedule a call, the moment has passed.
- React to leads while warm
- Automatic follow-up time blocking
- Visible lead pipeline on your calendar
- Faster lead-to-call conversion
Setup
Build it in a few focused steps.
- 1Connect integrations to Notis
- 2Create automation: 'When a new lead is created, create a 20-minute call for tomorrow afternoon'
- 3Choose notification channel
- 4Select 'New Lead' trigger
- 5Test with a new lead creation
Questions about this workflow
What if I'm too busy tomorrow?
Notis creates the event, but you can reschedule. The point is you see the lead and don't forget about it.
Can I prioritize leads by source?
Yes. Your prompt could be: 'For referrals, schedule same-day; for web form leads, schedule the next business day.'
Does the event include lead context?
If you ask for it: 'Include the lead source and company in the event title' and Notis will populate those details from Salesforce.
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
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