Convert new customer rows into Salesforce accounts
You sign a new customer and add them to your master spreadsheet. Notis sees that row and instantly creates the account in Salesforce, so your billing, support, and sales teams all work from the same source of truth without waiting for manual sync.
Trigger
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.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
New customer accounts are added to sheets but forgotten in Salesforce, creating blind spots in billing and team workflows.
- Sync new accounts to Salesforce instantly—no manual handoff
- Ensure billing and support teams see new customers immediately
- Reduce onboarding friction across departments
- Keep account data consistent across systems
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Salesforce.
- 2Create an automation: 'When a new row is added to my customers sheet, create an account in Salesforce with that company information.'
- 3Specify which columns map to account name, industry, location, etc.
- 4Select your notification channel.
- 5Test by adding a new customer row and confirming the account appears in Salesforce.
Questions about this workflow
What if the account already exists in Salesforce?
Notis can deduplicate by company name or domain. If it detects an existing account, it skips creation and notifies you instead.
Can I set account ownership rules?
Yes. Tell Notis who should own each account based on region, company size, or any field in your sheet. Notis auto-assigns accordingly.
Does this handle custom Salesforce account fields?
Absolutely. Notis maps any column in your sheet to custom fields you've defined in Salesforce.
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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