Keep a readable snapshot of key contacts
Create a scheduled contact overview so useful customer context is easy to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Contact context can take too many clicks to review when preparing for a week of work.
- Review selected contacts in one document
- Create a dated record for planning
- Spend less time switching between records
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which available contacts to include and what useful details to summarize in a dated document.
- 4Choose a recurring schedule and a report channel.
- 5Test with one real contact set and review the snapshot.
Questions about this workflow
Can it include every contact?
Specify the selection you want. The available CRM data and access determine which contacts Notis can review.
Will the document show data that is not in the CRM?
No. Notis can only summarize information available from connected sources or supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Google Drive. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.