Connect a shared Drive file to company context
A newly shared client file can signal a handoff or new account. See your Better Proposals company list 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 All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Why this helps
A shared file can arrive without an obvious account owner, forcing a manual search across tools before anyone can act.
- Bring company records into view when a file is newly shared.
- Reduce the time spent switching between shared files and client records.
- Use the run report to flag a company match for human review.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve Better Proposals companies and report any likely match using available file and sharing context; supply matching conventions if names differ.
- 4Pick Google Drive File Shared as the trigger and choose where run reports go.
- 5Test with one real shared file and review the company match.
Questions about this workflow
Does this create or update a company?
No. It retrieves the existing company list for lookup. Creating a company requires a separate action and prior confirmation that it does not already exist.
Can it guarantee the right company match?
No. Matching depends on the context available from Drive and Better Proposals. Supply known naming conventions and review uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Better proposals. A trigger fires from one place; an action lands in another.
Google Drive triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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File Shared (Permissions Added)
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Connect any two apps with Notis in the middle.
Google Drive and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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