Summarize sales totals by a category you choose
Ask Notis to summarize recorded AgencyZoom sales information by a category that matters to your 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
Answering a simple sales question can take too long when the relevant spreadsheet needs to be searched and calculated by hand.
- Summarize recorded sales values by category
- Reduce manual spreadsheet calculations
- Support regular sales reviews
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 use available AgencyZoom sales information with an existing Google Sheets table, then summarize a numeric column for the category and matching value you specify.
- 3Choose a recurring schedule and report destination.
- 4Test with one real example and confirm the sheet has the needed columns and data.
Questions about this workflow
Does this create the source sales table?
No. This action summarizes values in a Google Sheet. The relevant sales data must already be recorded there.
What should I specify in the instruction?
Name the category column, the value to match, and the numeric column to summarize, using columns present in your sheet.
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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