Keep a complete record of who changed what in your contacts

Notis watches your Salesforce contacts and logs every change—job title, email, phone number, decision authority—into a Google Sheets audit trail. You'll always know what changed, when, and why.

Trigger

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

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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

Contact data shifts hands across team members, and it's hard to trace who updated a phone number or missed a job title change. Manual audit logs are labor-intensive and incomplete.

  • Complete, timestamped record of contact changes for compliance
  • Quickly spot incorrect or stale contact data
  • Trace which team member made each change
  • Reduce confusion when contact info conflicts arise

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Google Sheets to Notis
  • 2Create an automation: 'When a contact is updated in Salesforce, log the change to my audit trail sheet with the contact name, what changed, old value, new value, and timestamp'
  • 3Set the trigger to Contact Updated. Choose your notification channel.
  • 4Test by editing a contact in Salesforce (change a phone number or add a title) and verify the change appears in your audit sheet
  • 5Notis now logs every contact modification automatically

Questions about this workflow

Does this log routine updates or only significant changes?

Notis logs all changes by default, but you can specify in your prompt to log only certain fields (e.g., title, phone) if you want a leaner audit trail.

Can I see who made each change?

Yes, if Salesforce records the modifier. Include that in your prompt and Notis will pull it into the audit trail.

What if I need to revert a contact to an old value?

Your audit trail shows every version, so you can see the old value and manually restore it if needed. Notis just logs—you control the fixes.

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 logo

Salesforce triggers

Google Sheets logo

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.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Aggregate Column Data

Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

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When this happens · Trigger

Do this · Action

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