Make agreement files easier to recognize
Use the reference already present in the signature event to improve the name of the related Drive file.
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
Generic or inconsistent agreement filenames make it difficult to find the right document during follow-up.
- Improve the usefulness of Drive search.
- Tie the file name to a supplied agreement reference.
- Save manual renaming after a status update.
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, and add a name and prompt.
- 3Tell Notis to update the identified agreement file's name using only the supplied reference and your naming convention.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real event and confirm the proposed file name.
Questions about this workflow
Can this infer a reference that is not in the event?
No. Include the reference in the webhook data or use a prompt that relies on details already available to Notis.
Does this change file contents?
No. It updates file metadata, specifically the name, and does not rewrite the agreement.
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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