Look Up Existing Company Records Before Qualification
Start qualification with a quick check for the company record your team may already have.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Look up spreadsheet row
Finds the first row in a google spreadsheet where a cell's entire content exactly matches the query string, searching within a specified a1 notation range or the first sheet by default.
Why this helps
Repeated company checks can create duplicate rows and waste time before qualification even begins.
- Check for an exact existing record before review
- Give qualification requests useful spreadsheet context
- Reduce repeat lookups across separate tools
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io and Google Sheets once in Notis.
- 2Create an automation and specify the company name, spreadsheet range to search, and qualification question.
- 3Pick a webhook trigger and choose where run reports should go.
- 4Tell Notis how to use an exact match result when preparing the Bigpicture qualification request.
- 5Test with one real company name present in the sheet.
Questions about this workflow
Does this match similar company names?
Look up spreadsheet row searches for a cell whose entire content exactly matches the query string. Similar or partial matches are not guaranteed.
Can the result itself update the sheet?
This workflow only looks up a row. Choose a separate update or append action if you want to change the spreadsheet.
What if no company is found?
Notis can report that no exact match was returned and proceed only according to the instruction you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigpicture io to Google Sheets. A trigger fires from one place; an action lands in another.
Bigpicture io 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.
Bigpicture io and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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