Understand account structure without manual org chart building
As you add contacts in Salesforce, Notis creates an updated org chart sheet showing titles, departments, and decision authority. You see account structure at a glance without building it manually.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Create sheet from JSON
Creates a new google spreadsheet and populates its first worksheet from `sheet json`, which must be non-empty as its first item's keys establish the headers.
Why this helps
Understanding who reports to whom in an account takes manual digging. You miss reporting lines, so multi-threaded deals don't get built effectively. Org changes go unnoticed.
- Clear account structure for every customer
- Identify reporting lines and decision authority
- Better planning for multi-threaded deals
- Spot new contacts and their positions instantly
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation: 'When a new contact is created in an account in Salesforce, generate or update an org chart sheet for that account showing each contact's name, title, department, reports to (if available), and decision authority level'
- 3Set the trigger to New Contact. Choose your notification channel.
- 4Test by adding a new contact to a test account and verifying an org chart appears or updates in your sheet
- 5Notis now builds org charts automatically as contacts are added
Questions about this workflow
What if Salesforce doesn't have 'reports to' data?
Notis will build the org chart with the data available (title, department). Add 'reports to' to Salesforce and Notis will include it in future charts.
Can I see multiple accounts in one sheet?
Yes. Have Notis create separate tabs for each account's org chart in a single Google Sheet, or create one master sheet with filters by account.
How do I identify the economic buyer?
Add a 'decision authority' field to Salesforce contacts (e.g., budget authority, final approval, influencer) and ask Notis to highlight those roles in your org chart.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Google Sheets. A trigger fires from one place; an action lands in another.
Salesforce triggers
Google Sheets actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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.
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When this happens · Trigger
Do this · Action
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