Keep a fresh, exportable lead database without manual work
Notis creates a new Google Sheet with all your latest leads from Salesforce, formatted and ready for your qualification process. No manual export, no copy-paste—just a clean lead database ready to go.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create sheet from JSON
Creates a new google spreadsheet and populates its first worksheet from `sheet json`, which must be non-empty as its first item's keys establish the headers.
Why this helps
Exporting leads for qualification or routing happens manually and inconsistently. Leads get stale in exports, qualification criteria get applied unevenly, and routing decisions lack data.
- Fresh, clean lead export without manual extraction
- Standardized lead qualification across your team
- Easy to share lead databases for routing decisions
- Reduce admin time on lead management
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation: 'Create a new Google Sheet with all new leads from Salesforce from the last [7/14/30] days, including name, company, email, phone, industry, and source'
- 3Set the trigger to New Lead (or use a scheduled weekly trigger if you prefer a recurring export). Choose your notification channel.
- 4Test by creating a test lead and running the automation to see a fresh sheet appear in your Google Drive
- 5Notis now creates a new lead database sheet automatically
Questions about this workflow
Can I customize which fields appear in the export?
Yes. List the fields you need in your prompt (e.g., 'include name, company, email, industry, and product interest'). Notis will include only those columns.
Should this run weekly or on-demand?
Either works. For routine qualification, weekly is cleaner (Notis creates a new sheet every Monday). For urgent lead batches, trigger it on-demand when you need it.
Can I add a scoring formula to the export?
Yes. Ask Notis to add a lead score column based on your criteria (e.g., 'high if company size > 100 and industry is tech'). It'll calculate during export.
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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