Bring matching opportunities back into view
Set a recurring search for the deal records you want to revisit and let Notis report what it finds.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Spreadsheets
Search for google spreadsheets using various filters including name, content, date ranges, and more.
Why this helps
Opportunities needing attention can blend into a long spreadsheet and stay there.
- Surface records that meet your stated criteria.
- Make routine review easier to remember.
- Avoid scanning a large sheet row by row.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, describe which spreadsheet records to search for and what matching results to report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real search criterion and review the matches.
Questions about this workflow
Can it find stale deals automatically?
Only when your sheet includes a reliable field that defines staleness and you specify the criteria. Missing dates or history must be provided.
Will it change matching rows?
No. This workflow searches spreadsheets and reports matching records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Google Sheets. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive 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.