New Prospect Docs Auto-Create Leads: Capture Every Opportunity
Every new prospect or client file in Drive automatically becomes a lead in Salesforce. No missed leads, no manual entry, always tracking.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Prospect documents land in Drive via email or shared links. You file them away but don't create a lead in Salesforce. Leads get forgotten, and opportunities disappear.
- Every prospect document becomes a tracked lead
- No manual data entry or field mapping
- Reduce dropped opportunities
- Sales team sees all incoming prospects
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Salesforce to Notis.
- 2Tell Notis: 'When a new file is created in my prospects folder, create a lead in Salesforce.'
- 3Notis will extract name, email, and company details from the file when it can.
- 4Add a test prospect file and verify the lead appears in Salesforce.
Questions about this workflow
How does Notis know what to pull from the document?
Notis uses AI to find contact info and company details. You can refine this by telling it which fields to prioritize.
What if a file doesn't have full contact info?
Notis creates a lead with what it finds and marks incomplete fields so you can fill them in.
Can I filter files by name or folder?
Yes. Tell Notis to only create leads for files in specific folders or with certain keywords.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Salesforce. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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 Drive and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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