Start onboarding with the submitted details at hand
Put the context clients already shared where you can use it to prepare their next steps.
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
Re-entering onboarding details takes attention away from helping a new client get started.
- Keep setup details together
- Reduce repeated data entry
- Review intake before the next client step
Setup
Build it in a few focused steps.
- 1Connect Byteforms and Google Sheets once in Notis.
- 2Create an automation for onboarding intake.
- 3Tell Notis to place each webhook submission in your onboarding range, preserving the details included in the response.
- 4Choose the Notis webhook trigger and a report destination.
- 5Test with one real onboarding response.
Questions about this workflow
Can the workflow fill in details the client did not provide?
No. It can record the submitted information, but missing details must be supplied separately.
Does it create a new client spreadsheet?
No. This workflow updates an existing spreadsheet range.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Byteforms to Google Sheets. A trigger fires from one place; an action lands in another.
Byteforms 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.
Byteforms and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Sheets.