Make deal files more searchable
Add a concise deal description to a Drive file so its context is easier to recognize.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update File (Metadata)
Updates file metadata. uses patch semantics (partial update) as per google drive api v3. use this tool to modify attributes of an existing file like its name, description, or parent folders. note: this action currently supports metadata updates only. file content updates require multipart/related upload and are not yet implemented.
Why this helps
Files without context are difficult to identify when searching or reviewing deal materials.
- Make file context visible in Drive
- Help teammates recognize relevant documents
- Improve organization without changing file contents
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 update the description metadata of the specified Drive file using the supplied deal context.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real file and verify the description.
Questions about this workflow
Will this overwrite the document text?
No. Update File Metadata updates metadata such as the description, not file content.
What identifies the target file?
Include its Drive file id in the webhook request.
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.