Keep an existing prospect note current
Update the designated research note when a new prospect request comes in, keeping the working document current for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit File
Updates an existing google drive file by overwriting its entire content with new text (max 10mb).
Why this helps
Older notes can mislead follow-up when new enrichment is gathered but never brought back into the document the team uses.
- Keep the working note up to date
- Reduce duplicate research documents
- Make new enrichment easier to find
Setup
Build it in a few focused steps.
- 1Connect Blitz API and Google Drive once in the Notis portal.
- 2Create an automation named Prospect Research Note Refresh.
- 3Tell Notis which existing file to update and how to rewrite its contents using the new request and returned Blitz data.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real note and confirm the resulting full content is correct.
Questions about this workflow
Does the action append new results?
The listed Edit File action overwrites the file's entire content. Instruct Notis to preserve any material that should remain, and test on a suitable file.
What if the new Blitz results omit prior details?
Provide the details to retain or make them available in the request. Notis cannot preserve information it cannot access.
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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