Never go into a call without context
Every time a Salesforce contact is updated with activity (a call, meeting, email, demo), Notis logs it to your engagement history sheet. Your team can see the full relationship timeline before reaching out.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
Salesforce activity logs exist, but nobody reads them. You end up repeating conversations or missing context about why a deal stalled. Each team member rebuilds relationship context from scratch.
- Complete engagement history visible in one sheet
- Better context for every customer interaction
- Spot relationship trends and engagement patterns
- Reduce duplicated outreach
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation: 'When a contact is updated in Salesforce, log any activity to my engagement history sheet with the contact name, account, activity type (call/email/meeting/demo), date, outcome, and next steps noted'
- 3Set the trigger to Contact Updated. Choose your notification channel.
- 4Test by logging an activity to a test contact in Salesforce and verify it appears in your engagement sheet
- 5Notis now logs every contact activity automatically
Questions about this workflow
Can I see engagement history by contact or by account?
Yes. Your engagement sheet includes both contact and account name, so you can filter or sort by either to see relationship timelines.
What if we log activity outside Salesforce?
Notis only captures what's in Salesforce. Encourage your team to log calls and meetings in Salesforce for full visibility.
Can I use this to spot when contacts are cold?
Yes. Add a column for days since last activity, and flag contacts with zero engagement for over 90 days. That signals who needs a re-engagement call.
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.
Not just Salesforce and Google Sheets. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Google Sheets.