Log every new lead without breaking your Salesforce workflow
New leads pop into your Google Sheets intake log the moment they're created in Salesforce. Notis preserves their source, company, and contact info—so your qualification process stays organized and nothing gets overlooked.
Trigger
New Lead Trigger
Triggers when a new Lead 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
New leads arrive in Salesforce, but teams often work from a shared spreadsheet. Manually copying lead data between systems wastes time and introduces typos and duplicates.
- All new leads appear in your intake sheet instantly without manual entry
- Lead source and campaign info preserved for qualification
- Easy spot-check of daily lead volume in one view
- Reduce transcription errors and duplicate entries
Setup
Build it in a few focused steps.
- 1Connect your Salesforce and Google Sheets accounts to Notis
- 2Create a new automation with the prompt: 'When a new lead is created in Salesforce, add a row to my lead intake sheet with the lead name, company, email, phone, and source'
- 3Set the trigger to New Lead. Choose where Notis should notify you of each capture (Slack, email, etc.)
- 4Test by creating a test lead in Salesforce and confirm it appears in your sheet within seconds
- 5Notis now logs every new lead automatically
Questions about this workflow
Does this create duplicates if someone enters a lead manually in both places?
Notis only logs leads created in Salesforce, so manual entries in your sheet stay separate. You control de-duplication rules in your process.
What if I need to capture only leads from certain campaigns?
Tell Notis in your prompt which campaigns matter (e.g., 'add leads from our paid ads campaign only'). Notis will filter automatically.
Can I add custom fields like company size or industry?
Yes. If those fields exist in your Salesforce leads, mention them in your automation prompt and they'll populate in your 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.
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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