Let spreadsheet updates trigger new Salesforce campaigns
You're setting up a new data source or named range in your Google Sheet to track a seasonal campaign, partnership, or product launch. Notis detects that metadata shift and automatically creates a matching campaign in Salesforce so your marketing and sales teams stay aligned from day one.
Trigger
Spreadsheet Metadata Changed
Polling trigger that detects when a Google Spreadsheet's metadata changes. Uses snapshot-based diffing to detect any changes in spreadsheet properties, sheets, named ranges, developer metadata, data sources, etc.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Campaign setup in Salesforce lags behind spreadsheet schema changes, leaving teams running disconnected processes.
- Keep Salesforce campaigns in sync with campaign data sources
- Reduce delays between planning (sheets) and execution (CRM)
- Automate campaign creation based on data structure changes
- Maintain single source of truth for campaign metadata
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Salesforce to Notis.
- 2Tell Notis: 'When I add a new data source or named range to my campaign sheet, create a campaign in Salesforce with that campaign's name and details.'
- 3Specify which metadata changes (new ranges, data source names, etc.) trigger creation.
- 4Set your notification channel.
- 5Add a test named range and confirm Salesforce creates the campaign.
Questions about this workflow
What metadata changes does Notis monitor?
Notis watches for new or changed named ranges, data sources, and custom properties. Specify which changes matter most for your campaigns in the prompt.
Can I include campaign budget and timeline details?
Yes. If those details live in your sheet, Notis pulls them and populates Salesforce campaign fields automatically.
Does this work with multiple sheets?
Yes. Notis can monitor multiple sheets and create campaigns whenever the metadata structure across any of them changes.
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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