Find Drive files for overdue Chaser invoices
Give your collections review the source documents it needs before you send the next reminder.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find file
Tool to list or search for files and folders in google drive. use when you need to find specific files based on query criteria or list contents of a drive/folder.
Why this helps
Overdue reviews stall when invoice PDFs and account context live in different places.
- Surfaces matching source files
- Speeds up weekly collections reviews
- Keeps evidence close to payment status
Setup
Build it in a few focused steps.
- 1Connect Chaser and Google Drive in Notis once.
- 2Create an automation named Overdue invoice file search.
- 3Tell Notis to review overdue invoices from Chaser and find matching files in Drive by customer or invoice number.
- 4Pick a recurring schedule and a report channel.
- 5Test with one known overdue invoice.
Questions about this workflow
How does matching work?
Notis uses identifiers present in the Chaser result, such as customer name or invoice number, and searches Drive.
What if no file is found?
The report can identify missing documents so you can upload or request them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chaser to Google Drive. A trigger fires from one place; an action lands in another.
Chaser 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.
Chaser and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Drive.