Automated Contact Sheets
Never manually type a contact's information into a document again. When a new contact is added to Salesforce, Notis instantly creates a complete contact information sheet in Google Drive with all their details ready for sharing with your team.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
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.
Why this helps
Manually transcribing contact details from Salesforce into separate documents creates typos, duplicates work, and wastes time that could go toward relationship building.
- Eliminate transcription errors and duplicate data entry
- Keep contact information consistently formatted and easy to find
- Share contact sheets instantly with team members
- Reduce time spent on administrative contact tasks
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Drive to Notis through the portal.
- 2Create an automation by asking Notis 'When a new contact is created in Salesforce, create a contact sheet in Google Drive' or use the portal Automations section.
- 3Select 'New Contact Trigger' and choose your notification channel.
- 4In the same plain-language instruction, ask for a clean list containing the contact's name, email, phone, company, and job title.
- 5Test with one new contact and review the generated sheet.
Questions about this workflow
What contact fields are included automatically?
Notis pulls whatever fields you specify in your automation prompt. Mention the fields you want (e.g., 'name, email, phone, title, LinkedIn, and notes') and Notis includes them.
Can I use a template for contact sheets?
Yes. Reference a template folder in your prompt (e.g., 'Copy the contact template and fill in the new contact information') and Notis will use it as the base.
Can contacts from different sources be organized separately?
Yes. Include that in your prompt (e.g., 'Create the sheet in a folder named after the contact's company' or 'Tag sheets by lead source'). Notis handles the organization.
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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 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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.