Bring CRM maildrop context into a new client file workflow
Keep the relevant CRM maildrop handy when a new client file arrives in Drive.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Get API User Maildrop
Tool to retrieve the current api user's maildrop for people and companies. use after authenticating the api user.
Why this helps
A new client file can lead to a separate CRM lookup just to find the right maildrop for people or companies.
- Retrieve the authenticated user's available maildrop details.
- Keep the lookup attached to a new client file event.
- Use the run report to make follow-up context easy to find.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for maildrop context.
- 3In one instruction, ask Notis to retrieve the API user's maildrop for people and companies and report the returned details.
- 4Pick File Created and choose where run reports go.
- 5Test with one real new client file and inspect the report.
Questions about this workflow
Does this create or email a contact?
No. It retrieves the current API user's maildrop information.
Does a new file need to contain a client name?
The maildrop lookup does not depend on identifying a person in the file, though your instruction can ask Notis to include available file context in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Centralstationcrm. A trigger fires from one place; an action lands in another.
Google Drive triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
Google Drive and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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