Never lose sight of who's who in your accounts
Notis logs every new contact from Salesforce into your role tracker sheet. You'll see titles, departments, and decision authority at a glance—perfect for mapping account hierarchies and identifying champions.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
Tracking who's who across accounts gets messy fast. You lose thread of decision-makers, miss new stakeholders who join accounts, and end up repeating relationship-building work.
- Clear record of decision-makers and influencers per account
- Spot new stakeholders the moment they're added
- Better targeting for multi-threaded deals
- Reduce rework when relationships change
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation: 'When a new contact is created in Salesforce, add them to my contact role tracker sheet with their name, title, department, account, email, and any notes on their decision authority'
- 3Set the trigger to New Contact. Choose your notification channel.
- 4Test by creating a new contact in Salesforce and verify they appear in your tracker sheet
- 5Notis now logs every new contact automatically
Questions about this workflow
Can I flag decision-makers automatically?
Yes. If Salesforce titles contain signals (e.g., 'Director', 'VP', 'CTO'), include that logic in your prompt and Notis will auto-flag high-authority roles.
What if a contact's role changes?
Notis logs the new contact once. To track role changes, ask Notis to also monitor contact updates, and log role transitions separately.
Can I see which account each contact belongs to?
Yes. Include the account name in your automation prompt and Notis will show both contact and account in your tracker.
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.
Not just Salesforce and Google Sheets. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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