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Bring Agent Call Details into a New Contact Review

Use an incoming contact entry to pull the execution details your team needs for a follow-up decision.

Trigger

New Rows in Google Sheet

Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.

Action

Retrieve agent execution details

Retrieve specific execution by an agent

Why this helps

A new contact entry may need a quick check of prior agent activity, but the history lives in a separate tool.

  • Pull agent execution details on a new entry
  • Support an informed follow-up decision
  • Keep the lookup result with the run report

Setup

Build it in a few focused steps.

  • 1Connect Google Sheets and Bolna once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to retrieve the relevant execution details for the specified Bolna agent using identifiers available in the new row or instruction.
  • 4Pick the Google Sheets New Rows in Google Sheet trigger.
  • 5Choose a report channel, then test with one real row and valid execution details.

Questions about this workflow

Does this action search by phone number?

The action retrieves specific execution details by an agent. Provide the execution identifier or context required by your Bolna setup.

Will it call the contact?

No. This workflow retrieves execution details for review and does not initiate a call.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Sheets to Bolna. A trigger fires from one place; an action lands in another.

Google Sheets triggers

Bolna actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete agent by id

Delete an agent

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete batch by id

Delete a batch

ActionInstant

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

TriggerPolling

Fetch all batches by agent id

List all batches for agent

ActionInstant

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

TriggerPolling

Get all agents

List all agents

ActionInstant

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Get all phone numbers

List all phone numbers for your account

ActionInstant

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Get execution by id

Retrieve specific execution by `execution id`

ActionInstant

Developer Metadata Changed

Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Make a phone call from agent

Initiate calls

ActionInstant

Filtered Range Values Changed

Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.

TriggerPolling

Retrieve agent by id

Retrieve an agent

ActionInstant

Connect any two apps with Notis in the middle.

Google Sheets and Bolna, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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