Give internal review its own agreement copy
Create a review copy from the agreement identified in the signature event, ready for your internal process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Why this helps
Internal review can be awkward when everyone relies on one source document and cannot distinguish review work from the original.
- Provide a separate file for review work.
- Keep a copy distinct from the original agreement.
- Tie review preparation to the triggering status event.
Setup
Build it in a few focused steps.
- 1Connect Boloforms and Google Drive once in the Notis portal.
- 2Create an automation from Automations, New Automation, then specify a name and prompt.
- 3Tell Notis to copy the identified Drive agreement for internal review and use a clear review-copy name.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real event and verify the copied file.
Questions about this workflow
Does the copy preserve the source file?
Yes. The action duplicates the existing Drive file; it does not alter the original.
What if the event does not include a Drive file id?
The copy action requires the file to be identified. Supply its id or enough context for Notis to obtain the correct file before copying.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boloforms to Google Drive. A trigger fires from one place; an action lands in another.
Boloforms 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.
Boloforms 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.