Review lead source totals without manual counting
Use your existing lead table to prepare a recurring source breakdown for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Why this helps
Monthly reporting can become a repetitive counting task that delays useful decisions.
- Summarize source totals on a recurring schedule
- Reduce manual spreadsheet counting
- Make monthly opportunity reviews easier
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Google Sheets once in the Notis portal.
- 2Create an automation named for monthly lead source totals.
- 3Describe the source match column and numeric values to aggregate in the existing table.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test one run and compare its result with a small sample.
Questions about this workflow
Does the schedule identify new leads in Acculynx?
No. The action aggregates existing spreadsheet rows. The sheet must contain the lead data being analyzed.
Can it write the totals into a report tab?
Aggregation returns calculated data. Use a separate workflow or prompt approach if you also need results written to cells.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Google Sheets. A trigger fires from one place; an action lands in another.
Acculynx triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
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.
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.
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.
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.
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.
Acculynx and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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