New Customer Meetings Auto-Create Accounts
You schedule your first call with a prospect's company. Notis creates their company account in Salesforce instantly, so you're organized and ready before you even dial in.
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 account
Creates a new account in salesforce with the specified information.
Why this helps
You schedule calls with people from companies you've never worked with before, but you don't create the account until after the call. When the meeting happens, you're scrambling to set up records mid-conversation. You often end up creating the account twice or with inconsistent data.
- Set up company accounts before your first call, not after
- Reduce friction in deal creation by pre-staging the account
- Ensure consistent account setup for every new company you engage
- Start with a cleaner, pre-prepared Salesforce record
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Salesforce to Notis
- 2Create an automation with the prompt: 'When I schedule a new meeting with someone from a company I don't know, create an account in Salesforce for their company'
- 3Select 'Event Created' to trigger on new calendar events
- 4Configure notifications (Slack is great for a quick heads-up before calls)
- 5Test by scheduling a meeting with someone from a new company and confirming the account appears in Salesforce
Questions about this workflow
How does Notis know which company to create?
It extracts it from the attendee's email domain or company field, or you can tell it in the prompt: 'look up the attendee's LinkedIn company.'
What if the account already exists?
Notis checks first and won't create a duplicate. It will just link the meeting to the existing account.
Can I populate the account with company data?
Yes. Tell Notis: 'look up the company on Crunchbase and populate industry, funding, size' and it will enrich the account automatically.
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
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