Organize Contacts by Month Automatically
Every month, Notis creates a new sheet to archive that month's contacts, keeping your workbook organized and searchable.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
A single contact sheet grows unwieldy, making historical lookups slow and filtering cumbersome.
- Keep current contacts separate from historical data
- Speed up searches by isolating data by month
- Maintain a complete audit trail of contacts over time
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Google Sheets to Notis.
- 2Create a master contact sheet with monthly archive sheets (e.g., Contacts-2024-01, Contacts-2024-02).
- 3Tell Notis: 'On the first of each month at 9 AM, create a new sheet named Contacts-[YYYY-MM] and copy contacts from the previous month into it. Then clear the current month sheet for new data.'
- 4Choose your notification channel.
- 5Wait for the first automatic monthly archive.
Questions about this workflow
Should I manually move old contacts to archive sheets?
No. Tell Notis to automatically move contacts older than 30 days to the archive sheet each month.
What if I need to reference an old contact?
All archive sheets are accessible. You can search across sheets or use Notis to query archived data.
Can I customize the sheet naming format?
Yes. Tell Notis your preferred naming scheme (e.g., 'Contacts-Jan-2024' or 'Archive-Q1-2024').
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Google Sheets. A trigger fires from one place; an action lands in another.
Hubspot triggers
Google Sheets actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Not just Hubspot and Google Sheets. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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