Let sheet updates trigger Salesforce lead assignment
You flag a prospect as 'Qualified' in your Google Sheets tracker. Notis sees that flag and instantly applies your Salesforce lead assignment rules, routing the lead to the right sales rep based on territory, product, or any other criteria you've defined—so leads land with owners immediately instead of sitting in a queue.
Trigger
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.
Action
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.
Why this helps
Qualified leads in your sheet sit unassigned in Salesforce because applying assignment rules is a manual afterthought.
- Route qualified leads to owners instantly—no assignment delays
- Reduce the bottleneck of manual lead assignment
- Ensure assignment rules apply consistently to all sources
- Keep your sales team focused on selling, not admin
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Salesforce to Notis.
- 2Tell Notis: 'When a lead's status changes to Qualified in my sheet, apply Salesforce assignment rules to that lead.'
- 3Specify which cell or column signals qualification.
- 4Choose your notification channel.
- 5Test by marking a lead as Qualified and verifying Salesforce applies the assignment rules.
Questions about this workflow
Can I use custom assignment logic instead of Salesforce rules?
Yes. Describe your logic in the prompt (e.g., 'assign to the rep in that lead's region' or 'round-robin among available reps'). Notis applies it automatically.
What if a lead is already assigned?
Notis can skip reassignment or override it based on your preference. Configure that behavior in your automation.
Does this work for multiple qualification criteria?
Yes. You can trigger assignment based on multiple sheet conditions (e.g., 'if Budget > $50k AND Status = Qualified').
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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