Share deal materials without hunting through settings
Send the folder, recipient, and access role to Notis and let it update sharing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Why this helps
Sharing deal materials takes extra steps when recipient details are already in the CRM context.
- Save time updating folder sharing
- Use recipient details from the request
- Keep access decisions explicit
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.
- 3In one instruction, tell Notis to grant the requested role to the specified recipient for the supplied Drive item.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real folder and recipient, then confirm the access.
Questions about this workflow
Can it decide who should receive access?
Provide the intended recipient and role in the request or instruction. Do not rely on unstated access rules.
Can this share a folder?
The action modifies sharing permissions for an existing Drive file, including a folder when identified as the item.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.