Give every signed Boldsign contract a home in Google Drive
A signed agreement should not start another filing task. Create its client folder as soon as the completion webhook arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Signed contracts arrive while founders are moving between client work, leaving folder setup and filing easy to forget.
- Create a consistent place for signed agreements and follow-up documents.
- Reduce manual filing after a contract is completed.
- Keep each client’s contract work easier to find.
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.
- 3In one instruction, describe creating a client folder when a signature is completed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real completed agreement.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when Boldsign sends the completion event to the automation.
Does this upload the signed PDF too?
No. This workflow creates a folder. Use a separate instruction and supported action if you also want to upload a PDF.
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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