Start deal tracking in a dedicated file
Send deal details to Notis and create a structured file in Drive for ongoing work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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).
Why this helps
Deal updates are harder to follow when no one has a clear working document.
- Create a dedicated place for deal notes
- Keep the working context easy to access
- Reduce setup friction for active deals
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis what deal tracker file to create using the supplied deal context and desired content.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real deal and inspect the new file.
Questions about this workflow
Can this create a document with content?
The action creates a file or folder with metadata and can accept content in the request body.
Can it update the CRM deal?
No. This workflow creates a Drive file from supplied deal information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Google Drive. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.