Make completed agreements easy to spot in Drive
Use a clear filename convention to distinguish the signed copy from an agreement still in progress.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update File (Metadata)
Updates file metadata. uses patch semantics (partial update) as per google drive api v3. use this tool to modify attributes of an existing file like its name, description, or parent folders. note: this action currently supports metadata updates only. file content updates require multipart/related upload and are not yet implemented.
Why this helps
A folder full of similarly named agreements makes it hard to tell which file is final.
- Make completed documents easier to recognize at a glance.
- Support a consistent naming convention.
- Reduce time spent opening files to check status.
Setup
Build it in a few focused steps.
- 1Connect Boldsign and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the filename convention and how to identify the existing file in one instruction.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real completed agreement and confirm the resulting filename.
Questions about this workflow
Does this change the file content?
No. The action updates metadata, such as the name, and does not overwrite document content.
Can it rename a file that is not already in Drive?
No. The action updates an existing file, so it must already be stored in Drive.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Google Drive. A trigger fires from one place; an action lands in another.
Boldsign 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.
Boldsign and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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