Turn deal document changes into a visible next step
When a contract, proposal, or other deal file changes, put a review task where sales follow-up already happens: Close.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
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.
Why this helps
A changed deal document can signal a new decision or request, but the sales team may not notice it in Drive.
- Make document changes visible in the sales workflow.
- Give someone a clear task to review the updated file.
- Reduce the chance of missing a requested revision or new deal detail.
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 File Updated trigger.
- 4Choose where run reports should go.
- 5Test with one real deal document update.
Questions about this workflow
Can Notis tell which changes matter?
Notis can inspect available file information and follow the criteria in your instruction. Specify the deal documents or kinds of updates that should create a task.
Can the task include a due date?
The Close task action supports a due date. State the timing you want in your instruction, subject to the information and options available to the action.
Does this work for files that are not related to a deal?
The trigger covers Drive file updates. Instruct Notis to create tasks only for files identifiable as deal documents and ignore other updates.
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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