Keep account health visible without manual calculation
Every Salesforce account update triggers Notis to refresh your account health score in Google Sheets. Your team always sees current account status—revenue trends, engagement, risk flags—without anyone doing spreadsheet math.
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
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.
Why this helps
Account health scores get stale because manual updates happen rarely. Teams miss degrading accounts until problems escalate, and there's no consistent way to prioritize accounts.
- Real-time health score updates tied to Salesforce data changes
- Automatic flagging of at-risk accounts for proactive outreach
- Consistent scoring method visible across your team
- Reduce time spent on manual account reviews
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation with the prompt: 'When an account is updated in Salesforce, recalculate its health score in my account tracker sheet based on [your rules—e.g., ARR, days since engagement, support ticket volume] and update the health score column'
- 3Choose Account Created or Updated as the trigger. Select your notification channel.
- 4Test by updating an account's key data in Salesforce (e.g., revenue) and verify the health score recalculates in your sheet
- 5Notis now keeps health scores current every time account data changes
Questions about this workflow
Can I use this for different account scoring formulas?
Yes. Describe your scoring logic in the automation prompt (e.g., 'high health if revenue > $100k and support tickets < 2'). Notis will apply it.
How often does this update?
Notis updates the health score each time you change the account in Salesforce. The update appears in your sheet within seconds.
What if I want to review before the score updates?
Notis can notify you of planned score changes in your chosen channel (Slack, etc.) so you can spot anomalies before they appear in the sheet.
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.
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When this happens · Trigger
Do this · Action
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