Keep prospect details moving from Drive to Campayn
Changes to a prospect record can reach your Campayn workflow with less manual checking.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
Create Contact
Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.
Why this helps
A prospect's latest details live in an updated Drive record while Campayn still has old or incomplete information.
- Review prospect changes where they happen.
- Reduce missed updates between a working document and a contact list.
- Set a deliberate policy for duplicate or existing contacts.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Campayn once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which updated records qualify, which Campayn list to use, and how to handle existing contacts or missing details.
- 4Pick the Google Drive File Updated trigger and choose where run reports go.
- 5Test with one real prospect record update.
Questions about this workflow
Can this update an existing Campayn contact?
The available Campayn action here is Create Contact. Specify how to handle possible duplicates, such as report them for review instead of creating another contact.
What should trigger an update?
State which Drive records and changes matter in your instruction. The trigger fires on file updates, so include a rule to ignore unrelated changes where possible.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Campayn. A trigger fires from one place; an action lands in another.
Google Drive triggers
Campayn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact
Tool to delete a specific contact. use when you need to remove a contact permanently after confirming it should be deleted. example: "delete contact 123".
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Delete List
Tool to delete a specific contact list. use when cleaning up unused lists after confirming they are no longer needed. example: "delete list 123".
File Created
Triggers when a new file is created in Google Drive.
Delete webform
Tool to delete a specific webform. use when removing outdated or unnecessary webforms after confirming they are no longer needed. example: "delete webform 123".
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get Contact
Tool to retrieve a specific contact by id. use when you need to fetch full contact details after confirming the contact id.
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.
Get Contacts
Tool to retrieve all contacts in a specified list. use when you need to fetch list contacts after confirming list id.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Get List
Tool to retrieve a specific contact list by id. use when you need to fetch list details like name, tags, and contact count after knowing the list id.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Get Lists
Tool to retrieve all contact lists. use when you need to fetch available lists before performing list-specific actions. example prompt: "list all my contact lists".
Connect any two apps with Notis in the middle.
Google Drive and Campayn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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