Start proposal edits from a separate working copy
Have Notis create a copy of the identified Drive draft so your team can work from a separate version.
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
Editing a shared draft directly can make it harder to review changes safely.
- Creates a separate file for review or editing.
- Preserves the source draft.
- Makes the working version easier to identify.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for draft copies.
- 3Tell Notis to identify the specified Drive proposal draft and create a clearly named copy for the stated purpose.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real draft and confirm both the source and copy are present.
Questions about this workflow
Does this copy proposal content directly from Better Proposals?
The selected action copies an existing Drive file. Identify a Drive draft to copy.
Can the copy include a client-specific name?
Yes, ask Notis to use the available client or proposal details when naming the copy.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Google Drive. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Drive.