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How do I upload files from Gmail to Google Drive and log them to a Nutshell Lead’s timeline?

  • June 9, 2025
  • 1 reply
  • 11 views

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Hi everyone — I’m trying to build a multi-step Zap that does the following:

  1. Triggers when a new email arrives from Jotform (with PDF attachments)

  2. Uploads each attachment to a Google Drive folder (one folder per borrower)

  3. Logs each uploaded file (or a link to it) into the related Lead timeline in Nutshell CRM

Here’s what I’ve tried:

  • Looping through attachments works ✅

  • Uploading each file to Google Drive ✅

  • Logging the file in Nutshell using “Log Activity” ❌
    → This logs an activity, but doesn’t show in the Lead’s timeline

  • I tried using “Update Lead” but it doesn't add a timeline note or file either

  • “Create Note” is not available in Zapier's Nutshell integration

Ideally, I want each Google Drive file (or link to it) to be shown on the Lead’s timeline like this:

📎 Statement uploaded: [View in Drive]

Has anyone successfully done this — or worked around it using Webhooks, BCC email, or custom API calls to Nutshell?

Appreciate any help!
—Elica

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • 34008 replies
  • June 9, 2025

Hi ​@ElenaO 

Try creating a new NOTE in Nutshell via the Nutshell API: https://developers.nutshell.com/reference/post_notes

Resources for using app APIs in Zaps: