Set Pipedrive goals from your monthly planning sheet
Carry the approved target into Pipedrive at the start of each month without rebuilding it from memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add a new goal
Adds a new goal. along with adding a new goal, a report is created to track the progress of your goal.
Why this helps
Revenue targets can be agreed in a planning sheet but never become visible goals in the CRM where progress is tracked.
- Keeps CRM goals aligned with the approved plan
- Removes a recurring setup chore
- Makes monthly targets visible to the sales workflow
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Pipedrive to Notis once.
- 2Create an automation and state in plain language which approved sheet target should become the monthly Pipedrive goal.
- 3Choose a monthly recurring schedule and select where Notis should report runs.
- 4Test with the next approved target and confirm the goal is created correctly.
Questions about this workflow
Can the schedule run before the first day of the month?
Yes. Choose the recurring timing that matches when your planning sheet is finalized.
Does adding a goal also create a report in Pipedrive?
Yes. Pipedrive creates a report along with the new goal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Pipedrive. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Pipedrive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a call log
Adds a new call log.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a channel
New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Add a comment to a note
Adds a new comment to a note.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Add a deal
Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Add a follower to a deal
Adds a follower to a deal.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Add a follower to an organization
Adds a follower to an organization.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Add a follower to a person
Adds a follower to a person.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Add a follower to a product
Adds a follower to a product.
Connect any two apps with Notis in the middle.
Google Sheets and Pipedrive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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