Bring an existing lead document into the review folder
Make a useful lead file easy to reach from the review location without duplicating it.
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
A relevant profile or research document can be buried in a different folder when a handoff begins.
- Makes an existing item easier to find from the review location
- Avoids creating a duplicate file
- Preserves a link to the original Drive item
Setup
Build it in a few focused steps.
- 1Connect Bread & Butter and Google Drive once in Notis.
- 2Create a new automation for lead review shortcuts.
- 3In one instruction, ask Notis to create a shortcut to the specified Drive item in the provided review folder, and request clarification if either is missing.
- 4Select the Notis webhook trigger and choose a run report destination.
- 5Test with one real payload containing an existing item and destination folder.
Questions about this workflow
Does this copy the lead file?
No. It creates a shortcut to the existing Drive item.
Can Notis find the right file from a lead name?
This action needs a specific Drive item. Include its identifier in the request or use a separate search process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bread & Butter to Google Drive. A trigger fires from one place; an action lands in another.
Bread & Butter 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.
Bread & Butter and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.