Request a pipeline snapshot from wherever you work
Send a request to get the pipeline values you need without opening and filtering the spreadsheet yourself.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch Get Spreadsheet Values by Data Filter
Tool to return one or more ranges of values from a spreadsheet that match the specified data filters. use when you need to retrieve specific data sets based on filtering criteria rather than entire sheets or fixed ranges.
Why this helps
A quick question about pipeline data can turn into several steps of spreadsheet navigation.
- Retrieve specified pipeline data on demand.
- Use request details to focus the returned values.
- Keep a quick pipeline check close to your working channel.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the outcome to Notis from any channel.
- 3In one instruction, ask Notis to retrieve the existing pipeline range or filtered values identified in the request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the returned spreadsheet values.
Questions about this workflow
Can the request name a different range each time?
It can if the request and instruction provide the spreadsheet and valid range details. Referenced worksheets must exist.
Does this modify the pipeline?
No. It returns values for review and leaves spreadsheet contents unchanged.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Sheets.