Keep an existing deal folder close at hand
Send Notis the existing folder and destination details to create a shortcut without making a duplicate.
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
Useful deal materials are difficult to reach when the source folder lives far from the team's working area.
- Make an existing folder easier to find.
- Avoid duplicate copies of deal materials.
- Create shortcuts from a specific request.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Google Drive once in Notis.
- 2Create an automation in Automations, New Automation, and name it for deal shortcuts.
- 3Tell Notis to create a shortcut to the existing folder id in each request at the requested destination.
- 4Choose the webhook trigger and select a report channel.
- 5Test with one real folder and destination, then check the shortcut in Drive.
Questions about this workflow
Does this copy the folder contents?
No. It creates a shortcut to an existing file or folder.
What does the request need?
Include the existing folder identifier and destination details needed to place the shortcut.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Google Drive. A trigger fires from one place; an action lands in another.
Capsule crm 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.
Capsule crm 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.