Spot open deals that may need a closer look
Refresh a simple aging review on a schedule so open deals are easier to scan during pipeline planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Older open deals can be overlooked when pipeline reviews depend on manually checking records one by one.
- Make older open deals easier to notice
- Prepare a consistent pipeline review view
- Use dates and status available in the CRM
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 the open deal review.
- 3In one instruction, ask Notis to retrieve open deals and summarize their available age or date details into the specified sheet range.
- 4Pick the notis_cron trigger and choose a recurring schedule and run report destination.
- 5Test against a real set of open deals and confirm the dates used are meaningful.
Questions about this workflow
Does this calculate deal age from a creation date?
It can only do so when CentralstationCRM returns the needed date. Specify the date basis in your instruction.
Can I set a threshold for older deals?
Yes. State the threshold in the instruction, provided the CRM returns dates that support the calculation.
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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