Pair Drive sharing events with Affinity opportunity context
A newly shared file can be a cue to check a deal. Have Notis retrieve the opportunity you identify and report the available details alongside the sharing event.
Trigger
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Action
Get a single opportunity
Get basic details about an opportunity without field data via provided endpoints. field data requires using specific list entry apis and the "export data from lists" permission.
Why this helps
A file gets shared, but the associated deal context may be buried in another tool or left for later.
- Use a sharing event as a prompt to review a specified opportunity.
- Keep the returned opportunity details with the run report.
- Avoid implying a deal match when the event does not contain a usable identifier.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which opportunity identifier to use and how Notis should summarize the available details.
- 4Choose the Google Drive File Shared trigger and select where run reports go.
- 5Test with one real sharing event and verify that any missing opportunity identifier is called out.
Questions about this workflow
Does Drive sharing automatically reveal the related opportunity?
No. Specify the opportunity identifier in the prompt and rely only on information available in the event. If it is missing, the report should say so.
Will Notis change sharing permissions or update the opportunity?
No. The selected Affinity action retrieves a single opportunity. This workflow reports information and does not change either app.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Affinity. A trigger fires from one place; an action lands in another.
Google Drive triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
File Created
Triggers when a new file is created in Google Drive.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Google Drive and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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