Share finalized documents with the right person
Use a webhook request to grant the specified recipient access to a finalized Drive document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Why this helps
Manual permission updates create avoidable delays when a finished document is ready for someone else.
- Reduce delays between finalization and sharing.
- Apply the requested role to the specified recipient.
- Keep the sharing request and run report together.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Google Drive once in the Notis portal.
- 2Create a new automation in Automations and give it a clear name.
- 3Tell Notis: For the finalized file identified in this request, grant the named recipient the requested Google Drive sharing role.
- 4Choose the webhook trigger, select where run reports should go, and test using a real file and recipient.
- 5Check that the intended file has the intended permission.
Questions about this workflow
What details must the request include?
Include enough information to identify the Drive file, recipient, and requested role.
Will it share every generated document?
No. The instruction should limit sharing to files identified as finalized in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Google Drive. A trigger fires from one place; an action lands in another.
ActiveMerge 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`.
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.
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.
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).
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.
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.
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.
ActiveMerge 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.