Keep customer location context with the profile
Send customer details and a location to Notis and save a concise profile with geolocation context in Drive.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Customer information and location research often end up in separate places that are hard to reconcile.
- Keep submitted customer context and location findings together.
- Create a consistent profile document from an HTTP request.
- Make location context easy to find in Drive.
Setup
Build it in a few focused steps.
- 1Connect Big data cloud and Google Drive once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to look up the submitted location and create a concise customer profile in Drive using only supplied customer details and returned location data.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real customer record.
Questions about this workflow
Does Notis fill in missing customer details?
Notis should use details supplied in the request and location information returned by Big data cloud. Include any other profile fields you require.
Can the lookup validate an address?
Yes. Ask Notis to validate the submitted location as part of the instruction.
Can I save the profile in a specific folder?
Specify the folder in your instruction. The Google Drive file action creates a file from the requested text.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Big data cloud to Google Drive. A trigger fires from one place; an action lands in another.
Big data cloud 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.
Big data cloud and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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