Spot sales process bottlenecks with automatic velocity tracking
As opportunities move through stages in Salesforce, Notis updates your velocity tracker with timestamps and stage duration. Your team can see exactly where deals get stuck—and where they accelerate.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Sales velocity is invisible. Deals move through stages without anyone tracking duration, so sales processes never improve. Bottlenecks go unnoticed until a deal slips.
- Identify which stages slow down deals
- Spot reps who move deals faster through the pipeline
- Data-driven insights for sales process improvement
- Catch deals stuck in early stages early
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation: 'When an opportunity stage changes in Salesforce, update my deal velocity sheet with the deal name, previous stage, new stage, date of stage change, and days spent in the previous stage'
- 3Set the trigger to Opportunity Created or Updated. Choose your notification channel.
- 4Test by moving a test deal through stages in Salesforce and verify duration data appears in your tracker
- 5Notis now tracks velocity for every stage transition automatically
Questions about this workflow
Can I see velocity by rep or product?
Yes. Include rep name and product in your prompt, and filter your sheet by either dimension to spot patterns.
What's a 'stuck' deal?
You define it. Add a column to flag deals that spend more than [your threshold] days in a stage (e.g., '> 30 days in Discovery'). Notis will highlight them.
Can I compare this month's velocity to last month's?
Yes. Add date filters to your sheet and calculate average stage duration by month. Notis provides the raw data; you can trend it.
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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