Surface the right prospect brief without making another copy
Make an existing research brief easier to reach from a shared sales hub while keeping a single source document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Shortcut to File/Folder
Tool to create a shortcut to a file or folder in google drive. use when you need to link to an existing drive item from another location without duplicating it.
Why this helps
Useful prospect briefs can be hard to locate when teams navigate folders differently or duplicate documents to surface them.
- Keep one source document
- Make an existing brief easier to find
- Reduce duplicate prospect files
Setup
Build it in a few focused steps.
- 1Connect Blitz API and Google Drive once in the Notis portal.
- 2Create an automation named Prospect Brief Shortcuts.
- 3Tell Notis which existing prospect brief and destination sales hub folder the incoming request should reference, then ask it to create a shortcut.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real brief and confirm the shortcut points to the intended file.
Questions about this workflow
Does this workflow create a prospect brief?
No. It creates a shortcut to an existing Drive item. Supply enough information to identify both the file and destination folder.
Does the shortcut duplicate the file?
No. The shortcut links to the existing Drive item.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blitz API to Google Drive. A trigger fires from one place; an action lands in another.
Blitz API 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.
Blitz API 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.