Turn Account Creation into Calendar Time
New account just created? A quick, natural-language calendar entry appears instantly—no form-filling, no complex scheduling. Just 'Account Review – $50k annual' on your calendar.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Quick Add Event
Parses natural language text to quickly create a basic google calendar event with its title, date, and time, suitable for simple scheduling; does not support direct attendee addition or recurring events, and `calendar id` must be valid if not 'primary'.
Why this helps
Salesforce notifies you of new accounts, but you don't block time to review them because adding a calendar event feels like friction when you're already busy.
- Instant calendar entries with minimal friction
- Review new accounts while they're fresh
- Reduce manual scheduling overhead
- One less thing to think about
Setup
Build it in a few focused steps.
- 1Connect integrations via the portal
- 2Create automation: 'When a new account is created, quick-add a 15-minute account review call to my calendar for tomorrow at 11 AM'
- 3Select notification channel
- 4Choose 'Account Created or Updated' trigger
- 5Test with a new account creation
Questions about this workflow
What does 'quick add' do differently?
Quick Add uses natural language parsing instead of structured fields, so 'tomorrow at 11 AM' works, but precise end times might not be perfect. For exact timing, use regular event creation.
Can I include the account name in the event?
Yes. Your prompt might be: 'quick-add a call for [Account Name] to tomorrow' and Notis will parse and include it.
Is this one per account or batched?
One event per account creation. If you create three accounts, three events appear on your calendar.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Google Calendar. A trigger fires from one place; an action lands in another.
Salesforce triggers
Google Calendar actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Update Calendar
Updates metadata for a calendar.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Delete event
Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Not just Salesforce and Google Calendar. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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