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Notis

No More Delayed Lead Follow-ups

Lead created? A follow-up call appears on your calendar in seconds using natural language—no forms, no complex scheduling. You stay focused on the work.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

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

New leads come in throughout the day, but you don't immediately block time because toggling to Google Calendar feels like friction.

  • React faster to inbound leads
  • Less context-switching overhead
  • Follow-ups never get forgotten
  • Natural language beats forms

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Google Calendar
  • 2Tell Notis: 'When a new lead is created, quickly add a follow-up call for later today or tomorrow afternoon'
  • 3Select how you want run notifications
  • 4Choose the 'New Lead' trigger
  • 5Test by creating a new lead and checking your calendar

Questions about this workflow

Does 'quick add' guarantee exact timing?

Quick Add is best for relative timing like 'tomorrow afternoon.' For exact times like '2 PM', use a different action that's more precise.

Can I personalize the event title with lead info?

If the lead info is in the prompt—like 'quick-add a call for [Lead Name]'—Notis will try to include it.

What if I get 20 leads in an hour?

You'll get 20 calendar events. They'll pile up, which tells you capacity is stretched. That's useful signal for your team or hiring.

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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No card. Works with personal or business Google Calendar.