Put the proposal file in the right project folder
Have Notis move the identified proposal document to the project folder you specify as part of the handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Move File
Tool to move a file from one folder to another in google drive. use when you need to reorganize files by changing their parent folder(s).
Why this helps
Proposal files left in a general Drive location are harder for the team to find later.
- Keeps project documents grouped together.
- Reduces manual file cleanup after proposal work.
- Makes the destination clear in the handoff.
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 proposal file routing.
- 3Tell Notis to identify the Drive proposal file and move it to the specified folder, providing a folder ID or clear location details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real file and confirm it is in the intended folder.
Questions about this workflow
Can Notis create the destination folder too?
This workflow uses the move action. Provide an existing destination folder, or use a separate folder creation workflow.
What if multiple files match?
Provide a file ID or clear matching details so Notis can identify one intended file.
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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