See which lead sources are bringing in opportunities
Turn your existing lead table into a quick source count when you need a review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
It takes extra time to spot lead source patterns when you have to count rows manually.
- Summarize lead volume by source
- Reduce manual counting
- Support faster opportunity reviews
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Google Sheets once in the Notis portal.
- 2Create an automation named for lead source reporting.
- 3Describe the source column and the count you want from the existing table.
- 4Pick a Notis webhook trigger and choose where run reports go.
- 5Test with one report request and verify the returned count.
Questions about this workflow
What does the aggregate action need?
The spreadsheet needs a column to match and a numeric column to aggregate; use a suitable existing table structure.
Does it add a report to the sheet?
The aggregate action performs an operation on matching rows. Specify a separate sheet update if you 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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