Deal Stage Folder Organization
Your deal folders should reflect the status of your pipeline at a glance. This automation moves opportunity folders from stage to stage in Google Drive as they progress through Salesforce, creating a visual representation of your sales process without manual file shuffling.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Manually organizing deal folders by sales stage requires constant updates and context-switching between Salesforce and Drive, slowing down pipeline visibility.
- Keep deal organization in sync with actual sales progress
- Create visual pipeline clarity by folder location
- Eliminate manual file shuffling between stage folders
- Improve team alignment on deal status at a glance
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 an opportunity stage changes in Salesforce, move its folder to the corresponding stage folder in Google Drive' or use Automations -> New Automation.
- 3Select 'New or Updated Opportunity' as your trigger and choose your notification channel.
- 4In the same plain-language instruction, describe the destination folders for Prospecting, Qualification, Demo, Proposal, and Closed Won opportunities.
- 5Test by moving an opportunity to a new stage in Salesforce and verify the folder moves in Drive.
Questions about this workflow
What if the opportunity folder doesn't exist yet?
Describe how to handle this in your prompt (e.g., 'Create the folder first, then move it to the stage directory'). Notis will create it if needed.
How are the stage folders structured in Drive?
That's entirely up to you. Describe your preferred structure in the prompt (e.g., 'Put each stage in a main Sales Pipeline folder with subfolders for each stage') and Notis will move files accordingly.
What happens if a deal goes backwards in the pipeline?
Notis moves the folder to the new stage folder automatically, regardless of direction. Your prompt defines the stage-to-folder mapping, not the direction of movement.
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.
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When this happens · Trigger
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