Capture prospects raised in sales document comments
A teammate can surface a promising prospect in a document comment. Turn that mention into a Close lead while the context is fresh.
Trigger
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Action
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Why this helps
Prospect suggestions in document comments can disappear into a thread without reaching the sales pipeline.
- Capture prospects raised during document review.
- Keep the original comment context in the lead description.
- Reduce the chance that a suggested opportunity gets forgotten.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Close once in the Notis portal.
- 2Create an automation by naming it and describing the outcome in one instruction.
- 3Pick the Google Drive Comment Added trigger.
- 4Choose where run reports should go.
- 5Test with one real comment that names a prospect.
Questions about this workflow
Will every comment create a lead?
No. Instruct Notis to create a lead only when the comment clearly identifies a potential prospect and contains enough detail.
What details can be used?
The workflow can use information available in the comment and document. Provide any required company details in your instruction when they cannot be inferred.
What if the prospect already exists in Close?
Ask Notis to check for a likely existing lead before creating one and flag uncertain matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Close. A trigger fires from one place; an action lands in another.
Google Drive triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
File Created
Triggers when a new file is created in Google Drive.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
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 Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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