Updated Proposals Auto-Sync: Keep Opportunities Current
Every time you update a proposal in Drive, Notis creates a new opportunity in Salesforce so your pipeline stays fresh. No manual data entry, no stale deals.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
You update a proposal document with new pricing or timeline. The old opportunity in Salesforce still shows outdated terms. Your team works off the wrong info, and deals slip.
- Opportunities always reflect your latest proposals
- Stop managing deals in two places
- Catch pricing and timeline changes instantly
- Team always sees current deal terms
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Salesforce to Notis.
- 2Tell Notis: 'When a proposal file updates in Drive, create an opportunity in Salesforce with the details from the document.'
- 3Point Notis to your proposals folder.
- 4Send Notis a test: ask it to create a sample opportunity from an existing proposal, then verify it in Salesforce.
Questions about this workflow
Does Notis read inside the proposal document?
Yes. Notis uses AI to extract key details like amount, timeline, and customer name from the document.
What if I have multiple proposals for the same deal?
Tell Notis to consolidate or create separate opportunities—whatever matches your sales process.
Can I link the opportunity back to the Drive file?
Yes. Notis includes the file link in the opportunity so your team can review the latest draft.
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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