Cancellations Auto-Generate Reschedule Tasks

You have to cancel a prospect call last-minute. Instead of leaving them hanging and forgetting to reach out, Notis automatically creates a Salesforce task to reschedule, so follow-up stays on your radar.

Trigger

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.

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Action

Create task

Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

Why this helps

You cancel meetings occasionally (things come up), but you don't always remember to create a follow-up task to reschedule. Cancelled calls pile up without documented intent to re-engage. Prospects feel dropped, and you lose track of who needs a reschedule attempt.

  • Ensure every cancelled meeting gets a documented reschedule task
  • Prevent prospects from feeling abandoned when you cancel
  • Keep track of which relationships need re-engagement attempts
  • Reduce friction around no-shows and last-minute cancellations

Setup

Build it in a few focused steps.

  • 1Connect Google Calendar and Salesforce to Notis
  • 2Create an automation with the prompt: 'When I cancel a calendar event, create a task in Salesforce to reschedule that meeting'
  • 3Select 'Event Canceled or Deleted' as your trigger
  • 4Configure notifications so you're reminded of cancelled calls that need rescheduling
  • 5Test by cancelling a meeting and confirming the task appears in Salesforce

Questions about this workflow

Does it matter why I cancelled?

Not in the basic version. You can refine it with prompts like 'only for external meetings' or 'only for key accounts' if needed.

What if I never want to reschedule?

You can adjust the automation to just create a note instead, or disable it for low-priority meetings.

Can it reschedule automatically?

Not automatically, but the task reminds you to do it. Some organizations use a follow-up automation to send a reschedule email too.

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.

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Google Calendar triggers

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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.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

TriggerPolling

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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).

TriggerInstant

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.

ActionInstant

Event Created

Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.

TriggerPolling

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.

ActionInstant

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).

TriggerPolling

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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

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