Start each contact call with the context ready
Send the contact details and recent context to Notis, then get a call sheet that makes the next conversation easier to prepare for.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Why this helps
Before a call, you have to find the contact, piece together the relationship, and remember what to ask.
- Gather supplied contact context in one place.
- Give calls a clear purpose and agenda.
- Make preparation easier to repeat.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Google Drive once in the Notis portal.
- 2In Automations, choose New Automation and name the call sheet workflow.
- 3Tell Notis to create a call sheet from the Capsule contact and opportunity context supplied in each request, including an agenda and open questions.
- 4Select the webhook trigger and choose a report channel.
- 5Test with one real contact and check the resulting call sheet.
Questions about this workflow
What information should the request contain?
Include the contact and opportunity details, relevant history, and any known purpose for the call. Notis can only use information supplied to it.
Can it infer questions from missing history?
It can suggest questions based on supplied context, but it cannot know Capsule history that was not included in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Google Drive. A trigger fires from one place; an action lands in another.
Capsule crm triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Capsule crm and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Drive.