Create Dedicated Client Sheets Automatically
New client inquiry via WhatsApp. Notis creates a new Google Sheet in your drive with their details, project scope, and communication log.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Create a Google Sheet
Creates a new google spreadsheet in google drive using the provided title.
Why this helps
Manually creating a separate spreadsheet for each client project instead of automating the setup.
- Each client gets a dedicated workspace automatically
- Reduce setup time from 10 minutes to zero
- Maintain consistent project tracking structure across all clients
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Google Sheets to Notis.
- 2Create an automation: 'When a new WhatsApp message arrives from someone not in my clients list, create a new Google Sheet named Client: [sender name] and add tabs for project details, timeline, communications, and deliverables.'
- 3Set the trigger to 'New Message Received.'
- 4Choose your notification channel.
- 5Have a new person message you and verify their client sheet is created in Google Drive.
Questions about this workflow
Can I customize the sheet template?
Yes. Describe the tabs and structure you want—e.g., 'create tabs for scope, timeline, budget, and notes'—and Notis creates the sheet with your custom structure.
What if an existing client messages you again?
Notis recognizes repeat clients and doesn't create a duplicate sheet. Instead, it can log the message to their existing sheet automatically.
Where do the sheets go in Google Drive?
Notis creates them in your main Google Drive. You can organize them into a folder or ask Notis to create a 'Clients' folder and organize sheets there.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Google Sheets. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Google Sheets actions
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
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.
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.
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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