See opportunity value by sales stage
Get a compact stage-by-stage view of the opportunity value Capsule currently holds.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Why this helps
A list of opportunities can be hard to scan when you need totals by stage for planning.
- See stage totals in a concise report.
- Make monthly planning easier with a repeatable summary.
- Keep the calculation in a spreadsheet your team can review.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to total available opportunity values by stage and write the summary to your spreadsheet.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real example and check the totals against Capsule.
Questions about this workflow
Does this include opportunities without a value?
Tell Notis how to handle missing values, such as listing their count separately. The report can only use values present in Capsule.
Can I change the reporting period?
Yes. State the period you want in the instruction, provided Capsule data exposes the dates needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Google Sheets. A trigger fires from one place; an action lands in another.
Capsule crm 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.
Capsule crm and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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