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Notis

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

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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