Keep your sales pipeline visible without constant manual updates
Every opportunity stage change flows directly into your Google Sheets pipeline tracker. No more checking Salesforce, no more copy-paste. Notis keeps your team aligned on deal movement in real time.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Chasing down deal status across platforms splits focus and introduces dead zones where opportunities get missed. Manual spreadsheet updates pile up and fall behind.
- Single source of truth for deal status across your team
- Automatic record of every pipeline movement without manual work
- Reduce time spent on status meetings searching for data
- Catch deals at risk before they stall
Setup
Build it in a few focused steps.
- 1Connect your Salesforce and Google Sheets accounts to Notis (one-time setup in your Notis portal)
- 2Open Automations > New Automation and tell Notis: 'When an opportunity changes in Salesforce, add a row to my pipeline tracker sheet with the opportunity name, stage, and amount'
- 3Pick the trigger: Opportunity Created or Updated. Choose your preferred channel for Notis to report runs (Slack, email, etc.)
- 4Test with one real opportunity move—change a deal from Negotiation to Close, and verify the row appears in your sheet
- 5Notis now watches for every stage change and logs it automatically
Questions about this workflow
Will this slow down my Salesforce workflow?
No. Notis captures updates in the background after you update Salesforce. There's no extra step for you.
What if I move a deal back to an earlier stage?
Notis logs every change, so you'll see the reverse movement in your sheet. Your team gets a complete history of deal progression.
Can I customize which fields get logged?
Yes. In your automation prompt, tell Notis exactly which opportunity fields matter to you (stage, amount, owner, probability, etc.) and they'll appear 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.
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When this happens · Trigger
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