Keep the signed agreement one click from its handoff folder
Link to the final agreement from the folder your team already uses, without making another copy.
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
The final file may live in a central archive, while the people handling the client work need it elsewhere.
- Improve access without duplicating the agreement.
- Keep the archived source file in its existing location.
- Make a handoff folder more useful.
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 which existing agreement to link and the destination folder in one instruction.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real completed agreement and verify the shortcut destination.
Questions about this workflow
Does this copy the contract?
No. A shortcut points to the existing Drive item.
What if the destination folder cannot be found?
The folder must be identifiable. Test using the real folder and provide enough detail in your instruction.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.