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Prepare Invoice Notice Campaigns from Drive

Create the campaign from the invoice notice brief, without another round of copy and detail re-entry.

Trigger

File Created

Triggers when a new file is created in Google Drive.

Action

Create Transactional Campaign

This tool creates a new transactional campaign within a specified brand in bigmailer. it allows users to programmatically create new transactional campaigns by using the provided parameters (brandid, name, subject, fromname, fromemail, htmlcontent, etc.). the api endpoint returns details such as campaignid, name, status, and created at when a campaign is successfully created.

Why this helps

Billing communication setup becomes another follow-up when the approved wording is already in Drive.

  • Reduce manual re-entry of billing notice content.
  • Keep campaign preparation connected to the source brief.
  • Expose missing details during review.

Setup

Build it in a few focused steps.

  • 1Connect Google Drive and Bigmailer once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe in one instruction how Notis should create a Bigmailer transactional campaign from a new invoice notice brief, using only details supplied.
  • 4Choose the Google Drive File Created trigger and a run report destination.
  • 5Test with one real invoice notice brief and review the result.

Questions about this workflow

Can the workflow calculate invoice amounts?

No. The listed action creates a campaign, and the trigger provides Drive file events. Put any required amounts and wording in the brief.

Does this send payment reminders?

No. It creates a transactional campaign and does not send it or schedule follow-up.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Drive to Bigmailer. A trigger fires from one place; an action lands in another.

Google Drive triggers

Bigmailer actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Transactional Campaign

This tool creates a new transactional campaign within a specified brand in bigmailer. it allows users to programmatically create new transactional campaigns by using the provided parameters (brandid, name, subject, fromname, fromemail, htmlcontent, etc.). the api endpoint returns details such as campaignid, name, status, and created at when a campaign is successfully created.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get User Information

This tool retrieves information about the authenticated user in bigmailer using the get /me endpoint. it requires only authentication and no additional parameters, making it ideal for verifying api connectivity and retrieving essential user details.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

List All Brands

This tool retrieves a list of all brands associated with the authenticated bigmailer account. it allows users to view and manage their brands. the operation is executed via a simple get request to the /brands endpoint and requires proper authentication using the x-api-key header. the response is a json array containing information such as brand id, brand name, and other related details.

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

TriggerPolling

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.

TriggerPolling

File Updated

Triggers when a file's metadata or content changes in Google Drive.

TriggerPolling

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

Connect any two apps with Notis in the middle.

Google Drive and Bigmailer, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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