New File Becomes an Instant Task: Never Miss a Deliverable
Every new file in your shared Drive folder automatically becomes a task in Salesforce. No more forgetting what you need to follow up on.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
You create or receive new files in Drive, but they don't connect to your task list. You remember some, forget others, and suddenly a proposal or contract slips your mind.
- New files automatically land in your task list
- Built-in reminder system via Salesforce
- Stop tracking tasks in multiple places
- Reduce decision fatigue about what needs follow-up
Setup
Build it in a few focused steps.
- 1Connect both Google Drive and Salesforce to Notis (one-time portal setup).
- 2Tell Notis: 'When a new file is created in my Drive folder, create a task in Salesforce for me to review it.'
- 3Pick which Drive folder to watch (or all of your Drive).
- 4Notis will confirm the automation is live and show you which tasks it creates.
Questions about this workflow
Does this watch my entire Drive or just one folder?
You choose. Specify a folder, a shared drive, or all files—whatever works for your workflow.
What if I don't want a task for every file?
Tell Notis to filter—e.g., 'only for files with certain keywords' or 'only for files shared from outside our company.'
Can I customize what the task says?
Yes. Tell Notis how to describe the task, like 'Review [filename]' or 'Follow up on [filename].'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Salesforce. A trigger fires from one place; an action lands in another.
Google Drive triggers
Salesforce actions
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
File Created
Triggers when a new file is created in Google Drive.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Google Drive and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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