Keep customer files close to deal work
Link an existing customer folder from the deal's Drive location with a shortcut.
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
People waste time navigating between customer files and the documents they need for a deal.
- Make existing customer files easier to reach
- Avoid duplicating folders
- Keep related Drive locations connected
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 to create a shortcut to the supplied customer folder in the supplied destination folder.
- 4Choose the webhook trigger and a report channel.
- 5Test with one existing folder and destination.
Questions about this workflow
Does this duplicate the customer folder?
No. The action creates a shortcut to an existing item.
What details should the request include?
Provide the source file or folder id and the destination location details.
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.