RSVP Changes Keep Contact-Account Links Fresh
A person from a new company accepts your meeting. Notis looks up their company, creates or finds the account, and associates their contact to it—so your CRM relationship structure stays clean.
Trigger
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Action
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
You meet people from companies, but their contacts don't get linked to company accounts in Salesforce. Your CRM has floating contacts with no account relationship. You can't run account-based reports or see the full team you're engaging at each company.
- Keep contacts properly linked to their company accounts in Salesforce
- Enable account-based sales strategies with accurate relationship data
- Reduce manual contact-account association overhead
- See your full engagement team at each company automatically
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Salesforce to Notis
- 2Create an automation with the prompt: 'When someone changes their RSVP status, look up their company, ensure the account exists in Salesforce, and link their contact to it'
- 3Select 'Attendee Response Changed' to trigger on RSVP shifts
- 4Configure Slack to notify you when new account relationships are created
- 5Test by having someone from a new company accept a meeting and confirming the contact gets linked to their company account
Questions about this workflow
How does it find the company?
From their email domain or company field in the calendar invite. You can refine the prompt to use LinkedIn or other data sources.
What if the account already exists?
Notis just links the contact to the existing account. No duplicates are created.
Can it handle people who change companies?
Yes. If someone updates their email domain or you tell Notis they moved, it can re-associate them to the new company account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Salesforce. A trigger fires from one place; an action lands in another.
Google Calendar triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Google Calendar and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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