Move new intake contacts into ClickSend
Skip retyping contact details from intake documents. Have Notis create a ClickSend contact when a file matches your Drive query.
Trigger
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
Action
Create Contact in List
Tool to create a new contact in a specific contact list in your ClickSend account. Use when you need to add a contact to a list. At least one of phone_number, email, or fax_number must be provided.
Why this helps
Contact details collected in documents can be forgotten or delayed before they reach the communications list.
- Reduce manual copying from intake files into a contact list.
- Use the details present in each matching document.
- Keep new contacts ready for follow-up in ClickSend.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis in one instruction which contact details to extract and which ClickSend list should receive the contact.
- 4Choose the New File Matching Query trigger and where run reports should go.
- 5Test with one real matching file and check the created contact.
Questions about this workflow
What if a document does not contain a phone number?
ClickSend requires at least one of phone number, email, or fax number to create a contact. Notis should skip files without a usable contact method or report that information is missing.
How are matching files selected?
Choose the New File Matching Query trigger and supply its query configuration through the trigger setup. Notis does not create filters as part of the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to ClickSend. A trigger fires from one place; an action lands in another.
Google Drive triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Google Drive and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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