Find matching deal context in your spreadsheet table
Ask a focused question against a structured deal table and use the matching context in your CRM task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Spreadsheet Table
This action is used to query a table in a google spreadsheet, call this action to query a table in a spreadsheet. execute sql-like select queries against spreadsheet tables. supports where conditions, order by, limit clauses. call this action after calling the get table schema action to query a table in a spreadsheet.
Why this helps
A spreadsheet can hold the answer to a deal question, but finding the right row by hand adds another interruption.
- Find rows that match a focused deal question
- Use existing spreadsheet data in a CRM task
- Reduce manual scanning through deal tables
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for deal table queries.
- 3In one instruction, ask Notis to query the named table for the needed deal context and use the results in the CRM request.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real query and make sure the spreadsheet table is recognized.
Questions about this workflow
Does the table need a schema first?
Use the table query action after the table structure is known. The named table must be detectable in the spreadsheet.
Can I ask for any deal field?
Only request columns available in the detected table. Check the table structure if a field is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Google Sheets. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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