Keep proposal PDF submissions easy to find
Record proposal captures with the prospect context you supply, so follow-up starts with the right document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A proposal can be sent without a clear record of its source, date, or saved PDF, complicating follow-up.
- Keep prospect context beside the proposal link.
- Record the submitted source and date.
- Make later follow-up easier to prepare.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and Google Sheets once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to convert the submitted proposal URL and record the supplied prospect label, submission date, source URL, and returned PDF link.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real proposal URL and verify the prospect details are attached.
Questions about this workflow
Does the workflow send the proposal?
No. It converts a submitted URL and records details in Google Sheets.
How does it know the prospect?
Supply the prospect label with the URL in the webhook request or prompt.
Can I record follow-up status too?
Ask Notis to include a starting status or supplied follow-up detail in the row. This workflow does not itself create a follow-up event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Google Sheets. A trigger fires from one place; an action lands in another.
Api2pdf 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.
Api2pdf and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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