Create Clientary leads from new Drive proposals
Save a proposal in Drive and let Notis capture the prospect in Clientary, ready for follow-up.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Why this helps
Prospect details buried in proposal files are easy to miss or delay entering into Clientary.
- Capture prospects while the proposal is top of mind.
- Reduce manual copying of company and contact details.
- Keep new opportunities visible in Clientary.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Clientary once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to read new proposal files and create a Clientary lead using details stated in the file.
- 4Pick the Google Drive File Created trigger.
- 5Choose a report channel, then test with one real proposal.
Questions about this workflow
What details will Notis use?
Notis can use company and contact details it can read in the proposal. Ask it to leave unavailable details blank rather than guess.
Will it create a lead from every new Drive file?
The trigger is File Created. In your instruction, tell Notis to act only when the new file is a proposal and skip other files.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Clientary. A trigger fires from one place; an action lands in another.
Google Drive triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
File Created
Triggers when a new file is created in Google Drive.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
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.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Google Drive and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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