Make a regular pass over account documents
Give Notis a current account list and a schedule, then receive a Drive file review that helps surface documents to revisit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Files and Folders
Tool to list a user's files and folders in google drive. use this to search or browse for files and folders based on various criteria.
Why this helps
Drive documents can sit untouched because nobody has time to remember which account files need another look.
- Create a routine review point for account documents.
- Surface candidate files for follow-up.
- Reduce reliance on remembering to check Drive.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Google Drive once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to review Drive files using the account list and criteria you provide, and report candidate matches without assuming missing account history.
- 4Choose the recurring schedule trigger and a report destination.
- 5Test with one real account list and check the report against Drive.
Questions about this workflow
Can the schedule fetch an account list from Capsule?
No Capsule trigger event is available. Provide the account list in the instruction or through an established input process.
Will it change files?
No. This workflow lists files and reports candidate matches for review.
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.