Your Calendar Reflects Your Real Pipeline
When an opportunity moves to a new stage in Salesforce, Notis updates its calendar event with the new target close date and status. Your calendar becomes a real-time view of your deals.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Patch Event
Updates specified fields of an existing event in a google calendar using patch semantics (array fields like `attendees` are fully replaced if provided); ensure the `calendar id` and `event id` are valid and the user has write access to the calendar.
Why this helps
Your calendar shows old deal timelines because you don't have time to manually update every event when an opportunity progresses. Your calendar and Salesforce drift apart.
- Calendar always reflects current deal status
- No more stale event information
- Easier to spot pipeline bottlenecks visually
- Reduces risk of over-committing time
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Calendar
- 2Ask Notis: 'When an opportunity is created or updated, add or update a calendar event with the close date and opportunity name'
- 3Set your notification preference
- 4Choose the 'New or Updated Opportunity' trigger
- 5Test by moving a test opportunity through a stage
Questions about this workflow
What if I have dozens of opportunities?
Each one gets its own calendar event (or updates an existing one). Your calendar becomes a visual deal tracker.
Does it show the deal amount?
If you ask for it in your prompt, Notis can include deal amount in the event title or description.
Can I exclude small deals?
Yes. Refine your prompt: 'Only for opportunities over $50k' and Notis will filter accordingly.
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.
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When this happens · Trigger
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