Give client documents a home as requests arrive
An incoming client request can prompt Notis to create a dedicated Google Drive folder using the record details available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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).
Why this helps
Client files often arrive before anyone has created a consistent place to store them.
- Create a predictable folder for incoming client work.
- Reduce delays caused by manual folder setup.
- Use available client details to make folders easier to identify.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Google Drive folder for the client described in each incoming request, using only available client details and a consistent naming rule.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and confirm the folder name and location.
Questions about this workflow
Can it create the folder inside an existing client directory?
Yes, if you tell Notis which existing folder to use and provide enough information to locate it.
Will the folder be shared automatically?
No. This workflow creates the folder only. Use a separate sharing instruction if access should be granted.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Google Drive. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom 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.