Catch deal folder housekeeping before it piles up
Set a regular Drive review using the deal list and folder expectations you supply, and get a short report of items to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Files and Folders
Tool to list a user's files and folders in google drive. use this to search or browse for files and folders based on various criteria.
Why this helps
Deal folders become inconsistent over time, and the cleanup keeps getting deferred for more urgent work.
- Create a manageable recurring housekeeping pass.
- Spot folders that may need attention.
- Turn a broad cleanup into a short review list.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Google Drive once in the Notis portal.
- 2Create a new automation and name it for the folder audit.
- 3Tell Notis to list Drive folders and compare them with the deal folder criteria and deal names you provide, reporting possible gaps for review.
- 4Pick a recurring schedule and where run reports should go.
- 5Test with one current deal list and validate the reported gaps.
Questions about this workflow
Does it create missing folders?
No. This workflow lists folders and reports possible gaps. A separate explicit request can create a folder.
Where do deal names come from?
Supply the current names or relevant Capsule context as part of the automation input; no Capsule trigger is available.
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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