Auto-Create Tracking Sheets for Important Contacts
Mark a contact as VIP in HubSpot, and Notis instantly creates a dedicated tracking sheet for your team.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create a Google Sheet
Creates a new google spreadsheet in google drive using the provided title.
Why this helps
When a high-value prospect lands, you manually create a new spreadsheet to track interactions, notes, and follow-ups across your team.
- Keep each VIP prospect organized in a dedicated sheet from day one
- Reduce setup time when important deals land
- Ensure consistent tracking across your sales team
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Google Sheets to Notis.
- 2Tag high-priority contacts in HubSpot with a label (e.g., 'VIP', 'Enterprise').
- 3Tell Notis: 'When a contact tagged VIP is created in HubSpot, create a new Google Sheet named [Contact Name] - Prospect Tracking with columns for date, interaction type, notes, and next steps.'
- 4Choose your notification channel.
- 5Add a test VIP contact to HubSpot and verify a new sheet is created.
Questions about this workflow
How does Notis know a contact is VIP?
You define it. Notis can check a custom field in HubSpot (e.g., 'Deal Size', 'Lead Score') or a specific tag. Just tell it in your automation prompt.
Can the sheet be created in a shared folder?
Yes. Tell Notis which Google Drive folder to create sheets in, and it will organize them automatically.
What columns appear in the auto-created sheet?
You define the structure. Tell Notis which columns to create (date, interaction, notes, owner, etc.) in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Google Sheets. A trigger fires from one place; an action lands in another.
Hubspot triggers
Google Sheets actions
Contact Created Trigger
Contact Created Trigger
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Not just Hubspot and Google Sheets. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Google Sheets.