Every Customer Meeting Becomes a Salesforce Opportunity
You schedule a meeting with a prospect, and Notis immediately creates an opportunity in Salesforce. Your pipeline stays in sync with what you're actually working on, no manual entry required.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
You juggle opportunities in Salesforce but schedule actual meetings in your calendar. The two systems drift apart: your calendar shows 10 customer calls this week, but Salesforce shows only 3 active opportunities. You end up re-creating the deal twice—once in calendar, once in Salesforce—or giving up on pipeline accuracy.
- Keep your Salesforce pipeline synchronized with your actual meeting schedule
- Eliminate duplicate data entry for opportunities and customer calls
- Make your pipeline immediately reflect customer commitments
- Reduce overhead of manually creating opportunities for every meeting
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Salesforce to Notis in your portal
- 2Create an automation with the prompt: 'When I schedule a new meeting with a prospect, create a corresponding opportunity in Salesforce'
- 3Select 'Event Created' to fire every time you add a calendar event
- 4Configure your notification channel (Slack works great for quick visibility)
- 5Test by scheduling a customer meeting and checking that an opportunity appears in Salesforce within moments
Questions about this workflow
Will it create opportunities for internal meetings too?
By default, yes. You can refine it with the prompt—e.g., 'only for external attendees' or 'only meetings with these domains'—to filter noise.
Can I set the opportunity stage automatically?
Yes. In the prompt, tell Notis which stage to use: 'set stage to Discovery' or 'set stage based on prospect name patterns.'
What if I want to link it to an existing account?
Yes. Tell Notis: 'look up the attendee's company in Salesforce and link the opportunity to their account' and it will handle the matching.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Salesforce. A trigger fires from one place; an action lands in another.
Google Calendar triggers
Salesforce actions
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Event Updated
Triggers when an existing Google Calendar event is modified. Returns the event ID, change type, and the specific fields that changed with their previous and new values.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Google Calendar and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.