Turn metric changes into Salesforce opportunities
You're tracking ARR, customer counts, or revenue metrics in a spreadsheet. When those numbers hit a target—a new tier of annual revenue, a milestone customer count, a surge in activity—Notis creates an opportunity in Salesforce so your team can act on the signal immediately.
Trigger
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.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Metric milestones in your spreadsheet sit invisible to your CRM, so cross-functional teams miss the opportunity to respond.
- Catch business milestones automatically and act on them fast
- Bridge your analytics spreadsheet and CRM instantly
- Reduce lag between insight and action
- Empower team alignment without manual coordination
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Salesforce to Notis.
- 2Tell Notis: 'When the sum of column X exceeds [threshold], create an opportunity in Salesforce titled [your description].'
- 3Specify the metric (sum, count, average, min, or max) and the target range.
- 4Choose your notification channel.
- 5Test by updating your spreadsheet to cross the threshold and verify the opportunity is created.
Questions about this workflow
Can I use multiple conditions (e.g., ARR over $100k AND customer count over 50)?
Yes. Describe the combined logic in your prompt and Notis applies all conditions before creating the opportunity.
What if the metric goes above and below the threshold repeatedly?
Notis can create one opportunity per threshold crossing, or batch them into a summary. You control the behavior in your automation.
Can the opportunity include details from the sheet?
Absolutely. Notis pulls values from your sheet (top customer names, average deal size, etc.) and populates them in the opportunity automatically.
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.
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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