Jump from a Bonsai client review to the matching sheet row
Find an existing client entry by exact match when you need context for a specific review.
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
Searching a long tracker manually can interrupt a focused client review.
- Locate a matching client entry quickly.
- Avoid scanning large tracker tabs manually.
- Use the returned row as review context.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to identify a client in Bonsai and look for an exact match in the specified Sheets range.
- 4Choose a webhook trigger and where run reports should go.
- 5Test using a client whose exact row is already known.
Questions about this workflow
Does the lookup find partial names?
The action searches for a cell whose entire content exactly matches the query string. Use a stable exact value such as a client name or identifier.
What starts the lookup?
A request to the Notis webhook starts the workflow. Bonsai does not expose a listed trigger event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Google Sheets. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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