Keep Every Deal in Your Active View
New opportunity created? Notis blocks time for a deal review on your calendar immediately. Your pipeline visibility grows without manual overhead.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Opportunities get created by your team or from leads, but you don't block specific time to review them, so they become invisible until weeks later.
- Every deal gets timely review
- No deals slip through unnoticed
- Deal review timing stays consistent
- Sales team sees clear engagement
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Calendar to Notis
- 2Ask Notis: 'When a new opportunity is created, schedule a 30-minute deal review for the following business day'
- 3Set your notification preference
- 4Select the 'New or Updated Opportunity' trigger
- 5Verify with a test opportunity creation
Questions about this workflow
Should this be different for inbound vs. outbound deals?
Yes, you can customize: 'For inbound opportunities, schedule same-day; for outbound, schedule in 3 days' and Notis will adapt.
What if some opportunities are already discussed?
Your prompt can include: 'Only schedule if the opportunity is in 'Prospecting' stage' to avoid redundant reviews.
Can I see deal value on the calendar?
Yes. Include it in your prompt: 'Opportunity review for [Opportunity Name] - [Amount]' and Notis will pull those details.
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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No card. Works with personal or business Google Calendar.