Warm Up New Leads Before They Cool Down
The moment a new lead hits Salesforce, a discovery call appears on your calendar. No more wondering when you'll have time to follow up—it's already blocked out.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 leads come in, sit in Salesforce, and by the time you remember to reach out, the window of opportunity has shrunk.
- Strike while the lead is warm
- Consistent follow-up velocity across all leads
- Less mental overhead tracking what to do next
- Sales velocity improves naturally
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis
- 2Create an automation: 'When a new lead is created, schedule a 25-minute discovery call for tomorrow at 10 AM'
- 3Choose how you want to be notified of automation runs
- 4Select the 'New Lead' trigger
- 5Test with a lead creation and confirm timing
Questions about this workflow
Can I use this for inbound vs. outbound leads differently?
Your prompt can include conditions: 'For inbound leads, schedule immediately; for outbound, schedule for two days later.' Notis will interpret this if the lead source is tracked in Salesforce.
What if I get hundreds of leads daily?
Every single one will get a calendar event. If that's too many, you might filter your trigger: 'Only for leads from X company or with Y budget.'
Does the event include the lead's contact info?
Notis populates what it can from Salesforce into the event title or description. You'll have the lead data right there in the calendar event.
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Update Calendar
Updates metadata for a calendar.
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.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Salesforce and Google Calendar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Calendar.