Keep New Accounts from Falling Through the Cracks
When a new account is created in Salesforce, Notis instantly creates a calendar event for your onboarding call. No more manual scheduling—your calendar stays in sync with your pipeline.
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
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.
Why this helps
New accounts get created in Salesforce, but you forget to schedule the first call, or it slips through because you're juggling too many things.
- Never miss a new account handoff
- Eliminate scheduling back-and-forth
- Keep calendar accurate without manual data entry
- Free up mental energy for actual selling
Setup
Build it in a few focused steps.
- 1Connect your Salesforce and Google Calendar to Notis in the portal
- 2Ask Notis: 'When a new account is created in Salesforce, schedule a 30-minute call in my Google Calendar for the next business day'
- 3Choose your preferred notification channel (email, Slack, or Telegram) for run reports
- 4Pick 'Account Created or Updated' as your trigger
- 5Test with a real account creation to confirm the event shows up
Questions about this workflow
Can I customize the meeting duration?
Yes. In your plain-language prompt, just specify the length: '...schedule a 45-minute call...' Notis will handle it.
What if I'm too busy that day?
Notis creates the event, but you're free to reschedule. The point is it's on your calendar—you won't forget about it.
Does it work for all account types?
By default, yes. If you want to filter by account type or size, just mention it in your prompt: 'Only for accounts over X revenue.'
When this happens · Trigger
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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
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