Connect new Drive files with Salesforce records
Keep new deal and customer files connected to Salesforce with a concise note on the matching record.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
New files can be hard to find from a Salesforce record when their relationship to an account or opportunity is not captured.
- Make new file context easier to find from Salesforce
- Reduce manual notes after creating deal documents
- Keep key record context close to customer activity
Setup
Build it in a few focused steps.
- 1Connect Google Super and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the files you want to track.
- 3Tell Notis to create a Salesforce note with the new file's available details on the related record, and report when it cannot determine the record.
- 4Pick the File Created trigger and choose where run reports should go.
- 5Test with one real file linked to a known Salesforce record.
Questions about this workflow
Does this copy the file into Salesforce?
No. The action creates a Salesforce note with available file context. It does not transfer the file itself.
What if the file does not identify a Salesforce record?
Ask Notis to report that it could not match the record instead of attaching the note to an uncertain record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Salesforce. A trigger fires from one place; an action lands in another.
Google Super triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Google Super and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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