Task Completion File Archive
Stop manually organizing completed tasks. When a task is marked done in Salesforce, Notis automatically moves its related files to an archive folder in Google Drive, keeping your active workspace clean and maintaining a searchable record of completed work.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Move File
Tool to move a file from one folder to another in google drive. use when you need to reorganize files by changing their parent folder(s).
Why this helps
Completed task files pile up in active folders, making it harder to find current work and creating clutter that slows down team collaboration.
- Keep active folders clean and focused on current work
- Maintain a searchable archive of completed tasks
- Reduce time spent manually organizing file folders
- Improve team productivity by reducing clutter
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Drive to Notis in the portal.
- 2Create an automation by asking Notis 'When a task is completed in Salesforce, move its files to an archive folder in Google Drive' or use Automations -> New Automation.
- 3Set your trigger to 'Task Created or Completed' and choose your notification channel.
- 4Describe which files to archive and where (e.g., 'Move any files matching the task name to the Completed Tasks archive, organized by month') in plain language.
- 5Test by completing a task in Salesforce and verify files move to the archive.
Questions about this workflow
How does Notis know which files to archive?
Describe how files are connected to tasks in your prompt (e.g., 'Move files with the task name in the title' or 'Move files from the task's dedicated folder'). Notis will find and archive them.
Can I organize the archive by date, project, or team member?
Yes. Include your preferred organization method in the prompt (e.g., 'Archive by month and year' or 'Archive by project'). Notis will structure the archive accordingly.
What if I want to keep certain task files in the active folder?
Specify exceptions in your prompt (e.g., 'Archive everything except client-facing documents' or 'Archive only administrative files'). Notis will apply those rules.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Google Drive. A trigger fires from one place; an action lands in another.
Salesforce triggers
Google Drive actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Not just Salesforce and Google Drive. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Google Drive.