Never lose track of customer requests again
Customer requests come in through email, Slack, calls, and DMs. Instead of hoping you remember, Notis captures each one to a Google Sheets tracker with deadline and owner. Requests stay visible until resolved.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Customer requests scatter across channels. Promises get made and forgotten. Follow-ups get dropped. Teams end up disappointed or worse—unhappy customers.
- No more forgotten customer requests
- Clear accountability for each request
- Easy to see what's overdue or at-risk
- Reduce stress from managing requests across channels
Setup
Build it in a few focused steps.
- 1Connect your webhook source and Google Sheets to Notis
- 2Create an automation: 'When a webhook message arrives, capture it as a customer request in my tracker sheet with the customer name, request summary, channel it came from, date received, and deadline'
- 3Set up webhook integrations with your email, Slack, and message tools so requests trigger automatically
- 4Test by sending a test message and verifying it appears in your request tracker
- 5Your team can now log requests by forwarding emails or reacting to messages with Notis emoji
Questions about this workflow
How do I trigger this from Slack?
Set up a Notis Slack command or reaction. When you react to a message with a Notis emoji, it triggers the webhook to log the request.
Can I auto-assign requests to team members?
Yes. Include logic in your prompt to assign based on skill, availability, or customer (e.g., 'assign to the account manager for this customer'). Notis will fill the owner field.
What if a request is too vague to track?
Notis captures what's sent, but you can have it prompt for clarification before logging. This reduces back-and-forth later.
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
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