Let Upcoming Meetings Close Your Prep Tasks
The meeting you prepped for is starting in 15 minutes—your prep task should be marked done. Notis auto-completes your Salesforce task as the meeting approaches, so you can focus on the call, not checkbox-ticking.
Trigger
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.
Action
Complete task
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Why this helps
You create prep tasks in Salesforce but manually close them after you finish prepping. This creates double work and leaves tasks lingering in your to-do even though the prep is done. Over time, completed work stays open because you forget to close it, making your Salesforce feel cluttered and unreliable.
- Eliminate manual task closure by automating it at meeting start
- Keep your Salesforce task list reflecting actual work, not phantom tasks
- Reduce admin overhead that distracts you from actual selling
- Make your task list a trust-worthy source of what still needs doing
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Salesforce integrations in Notis
- 2Create an automation with the prompt: 'When a meeting is about to start, find its related prep task in Salesforce and mark it complete'
- 3Select 'Event Starting Soon' (usually 15 minutes before) as your trigger to give you time before the call
- 4Pick your notification channel (Slack and email are most common)
- 5Test by scheduling a test meeting with a Salesforce task and confirming it auto-closes 15 minutes before start
Questions about this workflow
How does Notis know which task to close?
You tell it in the prompt: e.g., 'match by meeting title' or 'look for tasks tagged with this client name.' Notis handles the matching intelligently.
What if the meeting gets cancelled?
Only meetings happening will trigger this. If you cancel a meeting after the automation ran, Notis won't re-open the task.
Can I adjust the timing?
Yes, tell Notis how far in advance you want tasks closed: 'complete tasks 30 minutes before meetings start' works the same way.
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.