Keep EmailOctopus Contacts Current from Drive Lead Records
Let updated lead records carry their latest details into the contact list.
Trigger
File Updated
Triggers when a file’s content or metadata changes.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
Teams often update a Drive lead file but forget to make the same change in their email list.
- Keep contact details aligned with updated lead records.
- Use one action to create or update the matching contact.
- Avoid relying on memory for repeated list maintenance.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and EmailOctopus once in the Notis portal.
- 2Create an automation in Automations, New Automation, or explain the outcome to Notis in plain language.
- 3In one instruction, ask Notis to update or create the matching contact from changed lead records using only details present in the file.
- 4Pick the Google Drive File Updated trigger and choose where run reports should go.
- 5Test with one real updated lead record and check the matching EmailOctopus contact.
Questions about this workflow
How should the automation identify a matching contact?
State the matching identifier in your instruction, such as the email address present in the record. Notis needs enough information in the file to identify the contact.
Will it add fields that are not in EmailOctopus?
This action updates contacts. Any custom fields needed must already exist on the selected list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Emailoctopus. A trigger fires from one place; an action lands in another.
Google Drive triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
Comment Added (Docs/Sheets/Slides)
Triggers when a comment is added to a document, spreadsheet, or presentation.
Create Field
Creates a custom field on a mailing list.
File Created
Triggers when a new file is created in Drive.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
File Shared (Permissions Added)
Triggers when new sharing access is granted to a file or folder.
Create Tag
Creates a tag on a mailing list for contact organization.
File Updated
Triggers when a file’s content or metadata changes.
Get All Lists
Retrieve all mailing lists in the account.
Google Drive Changes
Triggers when changes are detected in Drive.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Google Drive and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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