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Get a focused list of prospects for follow-up

Ask Notis for the slice of your lead table that fits the incoming follow-up request, then review the returned rows.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Query Spreadsheet Table

This action is used to query a table in a google spreadsheet, call this action to query a table in a spreadsheet. execute sql-like select queries against spreadsheet tables. supports where conditions, order by, limit clauses. call this action after calling the get table schema action to query a table in a spreadsheet.

Why this helps

Finding the right prospects for today's follow-up can turn into manual filtering across a large spreadsheet.

  • Return a focused subset of prospect rows
  • Reduce repeated manual filtering
  • Use spreadsheet data already available to the team

Setup

Build it in a few focused steps.

  • 1Connect AeroLeads and Google Sheets once in the Notis portal.
  • 2Create an automation in Automations, then choose New Automation and give it a name.
  • 3Tell Notis which prospect table to query and what criteria should define the follow-up list.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real request and review the returned rows.

Questions about this workflow

What needs to happen before this query?

The table schema must be available first. Notis should get the table schema before querying the table.

Does the workflow update any rows?

No. It returns rows matching the query criteria.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Google Sheets. A trigger fires from one place; an action lands in another.

Aeroleads triggers

Google Sheets actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Aggregate Column Data

Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Aeroleads and Google Sheets, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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