Turn Calendar Acceptances Into Salesforce Leads
Never lose a prospect buried in your calendar. When someone accepts your meeting invite, Notis instantly creates a Salesforce lead so you can follow up without context-switching.
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
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
You schedule exploratory calls with potential customers, but their acceptances get buried in your email. By the time you're ready to follow up, you've forgotten who committed to what, and you manually re-type prospect details into Salesforce.
- Capture every calendar acceptance as a Salesforce lead without manual entry
- Reduce time between prospect commitment and follow-up action
- Keep your pipeline in sync with your actual meeting commitments
- Stop losing deal momentum to manual data entry
Setup
Build it in a few focused steps.
- 1Connect your Google Calendar and Salesforce to Notis (one-time setup in the portal)
- 2Create a new automation with the prompt: 'When someone accepts a meeting invite in Google Calendar, create a corresponding lead in Salesforce with their name and availability'
- 3Choose the trigger 'Attendee Response Changed' to fire when acceptances come in
- 4Pick a channel (email, Slack, or Telegram) to receive run notifications
- 5Test by inviting a prospect to a meeting and confirming the lead appears in Salesforce within seconds of their RSVP
Questions about this workflow
Does this capture people who decline?
No, it only fires on acceptances. You can create a separate automation for tentative responses if you want to track interest at different levels.
What if the attendee's email isn't in Salesforce yet?
Notis creates the lead with the name and email from the calendar invite. You can enrich it later with additional prospect details.
Can I add them to a campaign automatically too?
Yes, you can create multiple automations: one to create the lead, and another to add them to a campaign once they're in the system.
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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