Adjust access when prospect research collaboration changes
Send the file and access change through a Notis webhook to update an existing Drive permission.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Permission
Tool to update a permission with patch semantics. use when you need to modify an existing permission for a file or shared drive.
Why this helps
As review roles change, outdated access can complicate collaboration on prospect research.
- Update an existing permission for a specified file.
- Reduce manual access changes during handoffs.
- Keep collaboration aligned with the review request.
Setup
Build it in a few focused steps.
- 1Connect Clay and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, identify the Drive file and existing permission, then specify the intended permission changes.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real file and permission, then confirm the access change in Drive.
Questions about this workflow
Can this create a new permission?
No. This workflow uses Update Permission for an existing permission. Adding sharing access uses a different action.
What if the existing permission is not identified?
Supply enough context to identify the file and permission to update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Google Drive. A trigger fires from one place; an action lands in another.
Clay 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.
Clay 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.