Automated Proposal Template Copies
Creating proposals from scratch for each deal delays closing timelines and creates inconsistent quality. This automation copies your proposal template to Google Drive whenever an opportunity is created in Salesforce, giving your team an instant, ready-to-customize proposal to work from.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Why this helps
Creating proposals from scratch for each deal delays closing timelines. Manual template copying creates inconsistency and wastes time that should go toward customization and selling.
- Speed up proposal creation by eliminating manual copying
- Ensure consistent proposal quality across all deals
- Give sales teams an instant customization starting point
- Reduce closing timeline delays
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 is created in Salesforce, copy my proposal template in Google Drive and label it with the opportunity details' or use Automations -> New Automation.
- 3Set your trigger to 'New or Updated Opportunity' and choose your notification channel.
- 4Describe your proposal template location and customization (e.g., 'Copy the Master Proposal Template and rename it [Company Name] - Proposal') in plain language.
- 5Test by creating an opportunity in Salesforce and verify the proposal copy appears in Drive.
Questions about this workflow
Where should proposal copies be stored?
Describe your preferred location in the prompt (e.g., 'Store proposals in the opportunity's deal folder' or 'Organize by sales stage'). Notis will place them accordingly.
Should the template be customized with opportunity information?
Yes. Include that in your prompt (e.g., 'Fill in the company name, deal size, and close date from Salesforce'). Notis will customize the copy.
What if my proposal template needs updating?
Update your master template in Drive. Future opportunities will copy the updated version. Existing proposals remain unchanged unless you modify them individually.
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.
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When this happens · Trigger
Do this · Action
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