Connect Lead Generation to Your Calendar Automatically
Your CRM creates a new lead via webhook. Notis immediately creates a calendar event for a followup call within 24 hours, with the lead details included.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Leads sit in your CRM waiting for followup calls that never happen because they're not protected calendar time. Neurodivergent founders particularly struggle with the context-switching required to juggle CRM, email, and calendar separately.
- Ensures every lead gets scheduled followup time
- Centralizes sales pipeline in your calendar
- Reduces lead decay from forgotten followups
- Integrates with non-native-Notis tools via webhooks
Setup
Build it in a few focused steps.
- 1Connect Google Calendar to Notis.
- 2Set up a webhook endpoint in Notis (you'll get a unique URL to configure in your CRM).
- 3Create an automation: 'CRM Lead to Followup', Trigger set to 'Notis Webhook' from your CRM.
- 4Tell Notis: 'When a lead webhook arrives, extract the lead name and company, create a Google Calendar event for a 20-minute followup call within 24 hours, and include the lead details in the event description.'
- 5Configure your CRM to send lead data to the Notis webhook URL.
- 6Test by creating a test lead in your CRM and verify the calendar event appears.
Questions about this workflow
Can it schedule followups at a specific time, not just 'within 24 hours'?
Yes, you can customize: 'Schedule at 10am the next business day' or 'Schedule at the end of your calendar if morning is booked.'
Does it work with multiple CRM platforms?
Yes, any CRM that supports webhooks can send data to Notis. If your CRM doesn't have webhooks, you may need a middleman tool like Zapier to bridge the gap.
Can it include CRM details in the event?
Yes, Notis can pull and include lead name, company, contact info, and any other fields your CRM sends in the webhook payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Google Calendar. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Google Calendar actions
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Update Calendar
Updates metadata for a calendar.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
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.
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 Whatsapp and Google Calendar. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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