Catch at-risk accounts before they leave
Notis watches your accounts for churn signals—declining usage, overdue invoices, support escalations, no activity. The moment risk appears in Salesforce, it's flagged in your Google Sheets risk sheet for immediate action.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Append Values to Spreadsheet
Tool to append values to a spreadsheet. use when you need to add new data to the end of an existing table in a google sheet.
Why this helps
Churn often comes without warning because nobody is systematically watching for risk signals. By the time you notice, it's too late to save the account.
- Proactive visibility into accounts about to churn
- Time for retention outreach before it's too late
- Systematic risk assessment across all accounts
- Reduce surprise account losses
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation: 'When an account is updated in Salesforce and shows churn risk signals—like declining MRR, overdue invoices, zero activity for 60 days, or high support tickets—add it to my risk alert sheet with the account name, risk reason, and recommended retention action'
- 3Set the trigger to Account Created or Updated. Choose your notification channel (Slack for urgent alerts).
- 4Test by creating a test account with risk signals and verify it appears in your risk sheet
- 5Notis now flags at-risk accounts automatically
Questions about this workflow
How do I define 'at-risk' for my business?
Tell Notis your churn signals in the prompt (e.g., 'flag if MRR is below $1000, or if no activity for 90 days, or if support tickets > 5 per month'). Notis applies your criteria.
Can I notify my account managers automatically?
Yes. Ask Notis to send a message to Slack or email when an at-risk account is flagged, so your team responds immediately.
What if I'm not sure what signals predict churn?
Start with obvious ones: declining revenue, support escalations, and no activity. As you see what predicts churn in your business, refine the criteria over time.
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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