Query a Close sales table from Google Sheets
Answer recurring sales questions with a saved, repeatable query.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Execute SQL on Spreadsheet
Execute sql queries against google sheets tables. supports select, insert, update, and delete operations with familiar sql syntax. tables are automatically detected and mapped from the spreadsheet structure.
Why this helps
Recurring sales questions trigger the same manual spreadsheet filtering every time.
- Repeat analysis consistently
- Reduce ad hoc filtering
- Surface decision-ready results
Setup
Build it in a few focused steps.
- 1Connect Close and Google Sheets in Notis.
- 2Create an automation describing the sales query and desired output.
- 3Choose a recurring schedule.
- 4Select a report channel for query results.
- 5Test with one known reporting question.
Questions about this workflow
Does the table need a schema first?
Yes. Prepare the table structure so the query can use its detected columns.
Can the query sort and limit results?
Yes. Supported queries can include ordering and limits.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Close to Google Sheets. A trigger fires from one place; an action lands in another.
Close 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.
Close 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.