Capture leads from new Drive files
New proposals, intake forms, and lead notes can contain details worth adding to Capsule. Let Notis review each new file and create a party when the details support it.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Why this helps
Names and lead details in newly created files can sit outside the CRM until someone remembers to copy them.
- Turn new lead documents into CRM records.
- Keep intake work moving without switching between Drive and Capsule.
- Avoid creating records when a file lacks identifying information.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction which new files to review and when to create a Capsule party from their contents.
- 4Pick the Google Drive File Created trigger and choose where run reports should go.
- 5Test with one real new file that contains prospective contact details.
Questions about this workflow
Does this read the contents of every new file?
Your instruction should specify the relevant files and available information Notis should use. Test with a real file to confirm the result.
What if the document is missing an email or phone number?
Notis should create a party only when the details present are sufficient, and should not invent missing contact information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Capsule crm. A trigger fires from one place; an action lands in another.
Google Drive triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
File Created
Triggers when a new file is created in Google Drive.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
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.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Google Drive and Capsule crm, 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 Capsule crm.