Create an intake form from a matching Drive file
Let the documents you already collect seed the intake form you need next.
Trigger
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
Action
Create Form
Tool to create a new form with specified fields and settings. use before collecting submissions to define form structure.
Why this helps
Repeatedly translating incoming request documents into intake questions takes time and invites missed details.
- Convert relevant incoming files into intake forms.
- Use the Drive query to focus the trigger on matching files.
- Ground form structure in source content.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Cabinpanda once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3In one instruction, ask Notis to create an intake form from each matching file using only its stated requirements.
- 4Pick the Google Drive New File Matching Query trigger and choose where run reports should go.
- 5Test with one real matching file and inspect the form.
Questions about this workflow
Where is the matching query configured?
The New File Matching Query trigger uses the Drive query configuration available for that trigger. Users select the trigger in Notis; setup steps should not describe invented filter screens.
What happens if the file does not include enough detail?
Ask Notis to flag missing requirements in its run report rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Cabinpanda. A trigger fires from one place; an action lands in another.
Google Drive triggers
Cabinpanda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form with specified fields and settings. use before collecting submissions to define form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a specific form by its id. use after confirming the target form exists and is safe to remove.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Delete Integration
Tool to delete a specific integration by its id. use when you need to remove or disable an existing integration (e.g., webhook) after confirming the integration id.
File Created
Triggers when a new file is created in Google Drive.
Get Form Details
Tool to retrieve details of a specific form by its id. use when you need form metadata (fields, labels, timestamps) before processing or submitting data.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get Integration Details
Tool to retrieve details of a specific integration by its id. use when you need to inspect integration settings or status after obtaining its id.
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 Profile
Tool to retrieve the authenticated user's profile information. use after obtaining valid api credentials to access user details.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
List Forms
Tool to retrieve a list of all forms associated with the account. use when you need to fetch form details for management or analysis.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
List Integrations
Tool to retrieve a list of all integrations for the account. use when you need to inspect available or active integrations before managing them.
Connect any two apps with Notis in the middle.
Google Drive and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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