Create proposal working copies
Start revisions from the right proposal without hunting through folders.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Why this helps
Teams overwrite source proposals or spend time finding the latest approved version.
- Protect source documents
- Speed up revisions
- Keep proposal history clearer
Setup
Build it in a few focused steps.
- 1Connect Close and Google Drive in Notis once.
- 2Create an automation named Proposal working copy.
- 3Tell Notis to copy the specified Drive proposal and name the copy for the Close deal and revision.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real proposal request.
Questions about this workflow
Does it overwrite the original?
No. The copy action creates a duplicate and leaves the source intact.
Can the copy be named automatically?
Yes. Provide the naming pattern in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Close to Google Drive. A trigger fires from one place; an action lands in another.
Close 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.
Close 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.