Convert spreadsheet rows into Salesforce contacts instantly
You're already managing customer lists in Google Sheets. Notis watches that sheet and automatically creates a contact in Salesforce every time you add a row, so your CRM stays fresh and your focus stays on the work that matters.
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 contact
Creates a new contact in salesforce with the specified information.
Why this helps
Maintaining contact lists in both sheets and Salesforce doubles your workload and guarantees one will fall out of sync.
- Never re-enter contact details across tools again
- Keep Salesforce contacts in sync with your source spreadsheet
- Reduce the friction of onboarding new contacts
- Free up mental energy for relationship-building instead of data admin
Setup
Build it in a few focused steps.
- 1Connect your Google Sheets and Salesforce to Notis.
- 2Create an automation with: 'When a new row appears in my contacts sheet, create a contact in Salesforce with their name, email, phone, and company.'
- 3Select the sheet and tab to monitor.
- 4Pick a channel for Notis to send run notifications.
- 5Add a test row and watch Notis create the contact in Salesforce within seconds.
Questions about this workflow
Can Notis associate contacts with existing accounts?
Yes. Tell Notis to match on company name or account ID, and it will link each new contact to the right account in Salesforce automatically.
What if a contact already exists in Salesforce?
Notis can check for duplicates using email or phone and skip creation if a match is found. You can customize the duplicate logic in your prompt.
Can I use this for customers and vendors differently?
Yes. Set up separate automations for different sheet tabs or use a type column to distinguish them. Notis routes each to the right process.
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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