Find your client review spreadsheet faster
Search for the Google Sheet you need before a scheduled client review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Spreadsheets
Search for google spreadsheets using various filters including name, content, date ranges, and more.
Why this helps
A useful client review workbook is less helpful when you have to remember its exact name or find it again each time.
- Search for a workbook by name or other available filters
- Reduce time spent locating a spreadsheet
- Make review preparation easier to repeat
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and ask Notis to search Google Sheets for the client review workbook using a title or other available search filter you specify.
- 3Choose a recurring schedule and select where run reports go.
- 4Test with one real example and confirm the search criteria find the intended workbook.
Questions about this workflow
Does this search inside client records?
This action searches for Google spreadsheets using available spreadsheet search filters. It does not search AgencyZoom records.
Can it open or update the workbook?
This workflow finds matching spreadsheets. To read or update data, use a separate workflow with a suitable Sheets action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Google Sheets. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Sheets.