Keep qualified account data in sync
Carry a qualified account update into the table your team uses for planning and reporting.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Execute SQL on Spreadsheet
Execute sql queries against google sheets tables. supports select, insert, update, and delete operations with familiar sql syntax. tables are automatically detected and mapped from the spreadsheet structure.
Why this helps
Qualified account details can end up in different places when CRM updates do not reach working reports.
- Update a matching spreadsheet table from supplied account data.
- Keep qualification details available for reporting.
- Reduce duplicate entry between relationship work and analysis.
Setup
Build it in a few focused steps.
- 1Connect Attio and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis what qualified account data to update and how to identify the target row in the existing table.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real account update and review the affected row.
Questions about this workflow
Does this add a new table?
No. The SQL action runs against tables detected in the existing spreadsheet. Confirm the table structure before using the update instruction.
What identifies the row to update?
Specify a value or key present in the table and include it in the webhook data. If there is no reliable key, Notis should report that rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Attio to Google Sheets. A trigger fires from one place; an action lands in another.
Attio 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.
Attio and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Sheets.