Deal Stage Progression Alerts
When a deal moves from Proposal to Negotiation (or any stage), your team gets an instant WhatsApp alert.
Trigger
Spreadsheet Row Changed
Triggers when a looked-up spreadsheet row changes. This trigger monitors a specific row (located by searching for a query value within a user-specified range) and fires when the row's values change, when the row appears, or when the row disappears.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Deals progress quietly in your sheet and stakeholders miss momentum, leading to misaligned follow-up.
- Stakeholders stay informed without asking for updates
- Team celebrates progress together, boosting momentum
- Faster identification of stuck deals
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and WhatsApp.
- 2Create an automation: 'When a deal's stage column in my CRM sheet changes (e.g., moves to Negotiation), send a WhatsApp alert to the deal owner and manager with the deal name and new stage.'
- 3Select 'Spreadsheet Row Changed' and monitor your deal stage column.
- 4Set WhatsApp as your alert channel.
- 5Test by updating a deal's stage in your sheet.
Questions about this workflow
Should different stage transitions notify different people?
Yes. Create separate automations for key transitions (e.g., to Negotiation notifies manager; to Closed notifies executive team).
What details should the alert include?
At minimum: deal name, new stage, and deal size. Optional: timeline estimate or next action.
Can I celebrate closed deals differently?
Absolutely. Create a separate automation for closed deals with celebratory language and celebration emojis if appropriate for your culture.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Whatsapp. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
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.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
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.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
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.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
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.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
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.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
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.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Google Sheets and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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