Spot expansion opportunities the moment an account grows
Notis watches Salesforce for account revenue increases and logs them to your expansion sheet instantly. Your team catches growth signals in real time instead of missing them in quarterly reviews.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Append Values to Spreadsheet
Tool to append values to a spreadsheet. use when you need to add new data to the end of an existing table in a google sheet.
Why this helps
Expansion opportunities hide in Salesforce data. Reviewing accounts for growth signals is tedious manual work, so expansion often stays reactive—you wait for customers to ask for more instead of proactively offering it.
- Automatic flagging of accounts with growth signals
- Catch expansion windows before competitors do
- Reduce time spent mining Salesforce for expansion leads
- Increase expansion revenue by being proactive
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation: 'When an account's ARR or revenue increases in Salesforce, add it to my expansion opportunity sheet with the account name, previous revenue, new revenue, and expansion value'
- 3Set the trigger to Account Created or Updated. Choose your notification channel.
- 4Test by increasing a test account's revenue in Salesforce and verify it appears in your expansion sheet
- 5Notis now flags growth accounts automatically for your expansion team
Questions about this workflow
What counts as meaningful revenue growth?
You define it in your prompt. For example: 'Flag if revenue increased by more than 20%' or 'Flag if ARR is now above $50k'. Notis applies your threshold.
What if I want to see all revenue changes, not just increases?
You can adjust your prompt to log both increases and decreases so you see churn risk and expansion in one sheet.
Can I automate follow-up tasks for expansion opportunities?
Yes. Extend your prompt to ask Notis to create a task in Salesforce for your expansion team when an opportunity is logged, or send a message to your team channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Google Sheets. A trigger fires from one place; an action lands in another.
Salesforce triggers
Google Sheets actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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.
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When this happens · Trigger
Do this · Action
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