Start each document run from a clean template copy
Protect your reusable template by making a separate Drive copy when a new run is requested.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Why this helps
Reusing a template directly risks overwriting the source or carrying details over from an earlier run.
- Preserve the original reusable template.
- Give each run its own working file.
- Reduce errors from editing an earlier document.
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: Copy the Google Drive template identified in this request and name the copy for the new document run.
- 4Choose the webhook trigger, select where run reports should go, and test with one real template.
- 5Confirm the original template remains unchanged and the copy is available.
Questions about this workflow
What does the webhook need to identify?
It should provide enough context to identify the template file and the desired name for the copy.
Does copying also fill out the template?
No. This workflow makes a copy. Any content generation or template filling must be available through the request or a separate supported step.
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
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