Keep prospect file access aligned with who is doing the work
When outreach responsibility changes, ask Notis to update the existing permission on the specified Drive file.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Permission
Tool to update a permission with patch semantics. use when you need to modify an existing permission for a file or shared drive.
Why this helps
A collaborator can be ready to act but still lack the access needed to use the prospect materials.
- Handle access changes alongside a work handoff.
- Give the named collaborator an appropriate existing permission update.
- Reduce follow-up caused by inaccessible prospect files.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for prospect file access.
- 3Tell Notis to update the specified existing permission on the specified Drive file to the requested role for the named collaborator.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with a real file permission and a collaborator whose access should change.
Questions about this workflow
Does this create a new permission?
This action updates an existing permission. Use a separate sharing action if access needs to be added.
What information is required?
The request needs to identify the Drive file, existing permission, collaborator, and intended role.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Google Drive. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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