Let new spreadsheets spawn matching Salesforce campaigns
You launch a new product, seasonal campaign, or partnership and create a Google Sheet to track it. Notis detects that new sheet and automatically creates a campaign in Salesforce with the same name and scope, so your marketing and sales teams start coordinated from day zero.
Trigger
New Spreadsheet Created
Triggers when a new Google Spreadsheet is created. This trigger monitors Google Spreadsheets and fires when new spreadsheets are detected. Uses timestamp filtering to efficiently detect newly created spreadsheets.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
New campaign spreadsheets exist in a vacuum until someone manually creates the CRM campaign, causing early misalignment and lost sales intelligence.
- Align sales and marketing instantly when launching new initiatives
- Reduce campaign setup delays and coordination overhead
- Ensure CRM stays in sync from the moment planning starts
- Automate repetitive campaign creation tasks
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Salesforce to Notis.
- 2Tell Notis: 'When I create a new spreadsheet, create a campaign in Salesforce with the same name.'
- 3Optionally, describe how Notis should name or categorize the campaign based on sheet naming conventions.
- 4Choose your notification channel.
- 5Create a test sheet and verify the campaign appears in Salesforce automatically.
Questions about this workflow
What if the sheet name doesn't match campaign naming conventions?
Describe your naming rules in the prompt (e.g., 'if the sheet starts with Q3, name the campaign Q3 [sheet name]'). Notis applies them automatically.
Can I include campaign metadata from the sheet?
Yes. If your sheet contains campaign budget, timeline, or manager info, Notis pulls that and populates the campaign record.
Does this trigger on all new sheets or just certain folders?
You can filter by folder, naming pattern, or have Notis ask you to confirm each new sheet before creating the campaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Salesforce. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Salesforce actions
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
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.
New Sheet Added in Google Spreadsheet
Polling trigger that detects when a new sheet is added to a Google Spreadsheet.
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.
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When this happens · Trigger
Do this · Action
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