Add deal context where your team is reviewing it
Bring the relevant Affinity context into the Drive file your team is already using for a decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Review documents lose useful CRM context when people have to switch tools to look it up.
- Keep deal context beside the relevant document
- Reduce switching between CRM and review files
- Make the source of added context clear
Setup
Build it in a few focused steps.
- 1Connect Affinity and Google Drive once in the Notis portal.
- 2Create an automation named Add Affinity Context to a Drive File.
- 3Tell Notis to find the requested deal in Affinity and add a concise comment with relevant returned context to the specified Drive file.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real deal and Drive file.
Questions about this workflow
What must the webhook request identify?
It should identify both the Affinity deal and the Google Drive file that should receive the comment.
Does this change the file contents?
No. It adds a comment to the specified file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Google Drive. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.