Deal Created, Deal Call Booked
Opportunity created? A deal review call is on your calendar seconds later, using natural language. No forms, no field mapping, no friction. Just books the time and gets you back to work.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Opportunities are created constantly, and while they're exciting in the moment, manually adding calendar events for each one slows you down.
- Instant deal timeline on your calendar
- Minimal friction in the booking process
- Stay focused on deal evaluation
- Consistent deal review cadence
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Calendar to Notis
- 2Tell Notis: 'When a new opportunity is created, quick-add a 20-minute deal review for tomorrow morning'
- 3Choose notification channel
- 4Select 'New or Updated Opportunity' trigger
- 5Test by creating an opportunity and verifying the calendar entry
Questions about this workflow
Will every opportunity get a calendar block?
Yes, unless you filter in your prompt: 'Only for opportunities over $25k' or 'Only for direct sales, not channel.'
Can I make the block longer for complex deals?
Yes. Add conditions: 'Enterprise opportunities get 45 minutes; mid-market, 30 minutes.'
What if tomorrow is fully booked?
Quick Add will attempt tomorrow; if timing isn't precise, it might skip exact time. Use Create Event for guaranteed exact timing.
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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No card. Works with personal or business Google Calendar.