Meeting Acceptances Auto-Enroll in Campaigns
Your prospect accepts a meeting invite—a clear signal of interest. Notis immediately adds them to your nurture campaign in Salesforce so they stay engaged before and after the call.
Trigger
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
You schedule meetings with prospects but don't systematically nurture them through campaigns. People who accept your calls don't get added to follow-up sequences. You miss the window to deepen engagement before the actual meeting, and no structured follow-up happens after.
- Nurture every accepted meeting attendee automatically
- Trigger campaign engagement based on real interest signals (meeting acceptance)
- Keep prospects engaged between the acceptance and the actual call
- Use campaigns to structure follow-up for every committed meeting
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Salesforce to Notis
- 2Create an automation with the prompt: 'When a prospect accepts a meeting invite, add them to my main nurture campaign in Salesforce'
- 3Select 'Attendee Response Changed' to trigger on acceptances
- 4Choose how to receive updates (Slack, email, etc.)
- 5Test by having someone accept a meeting invite and confirming they appear in the campaign within moments
Questions about this workflow
Which campaign should people go into?
You define it in the prompt: 'add to the XYZ Campaign' or even 'add to different campaigns based on how long until the meeting.'
What if they're already in the campaign?
Notis handles that gracefully—it won't double-enroll them if they're already there.
Can I add them to multiple campaigns?
Yes. Create multiple automations or tell Notis: 'add to both the nurture campaign and the early-stage campaign.'
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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