Sync your contact database with cloud storage to attach files, share documents, and organize client records in one workflow.
Attach relevant Drive documents directly to contact records for instant context.
Share Drive files with contacts automatically based on tags, groups, or deal stage.
Combine contact details and associated files into organized Drive folders per person.
Create a dedicated Drive folder for each new Google Contact added to a specific group.
Send the right Drive document to the right contact based on their label or category.
Export filtered contact lists as spreadsheets saved directly to a designated Drive folder.
Grant Drive file access to a contact the moment they are added to your database.
When a new client contact is created, share a Drive onboarding folder with them automatically.
Pull metadata from Drive files and append relevant details to matching Contact entries.
Audit Drive folders and flag files where the associated contact no longer exists.
Authorize Google Contacts and Google Drive in Neotask.
Tell Neotask which contact events should trigger Drive actions.
Neotask keeps both systems in sync automatically.
| Google Contacts Action | Google Drive Action | Use Case |
|---|---|---|
| New contact added | Create folder | Client onboarding |
| Contact labeled | Share document | Contract delivery |
| Contact exported | Save as spreadsheet | Data reporting |
| Contact updated | Rename folder | Record maintenance |
| Contact deleted | Revoke access | Security cleanup |
| Group assigned | Share folder | Team provisioning |
Google Contacts stores who you know. Google Drive stores what you share with them. Neotask connects both so the relationship between a person and their documents is automatic and organized.
Every time a new contact enters a specific group, Neotask can create a corresponding Drive folder, name it correctly, and set the right sharing permissions.
Neotask can watch for changes in your Contacts database and automatically trigger Drive sharing actions.
When a contact is updated or removed, Neotask can reflect those changes in Drive automatically.
Use consistent label names in Google Contacts to make automation rules easier to write.
Create a master Drive folder structure template so Neotask can replicate it for every new contact.
Run a monthly audit prompt to catch contacts missing linked Drive folders.
Yes. Define a rule based on a contact group or label and Neotask will create and name the folder automatically.
You can instruct Neotask to archive, rename, or remove sharing permissions on associated folders.
Yes. Tell Neotask which contacts to include and it will generate a spreadsheet.
Yes. You can share a specific file or folder with all contacts in a group.
Let Neotask manage the link between Google Contacts and Google Drive.
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