Add template context to a Drive sharing handoff
A Drive file was shared. Have Notis retrieve the Documint template you name and include its details in the run report for the handoff.
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 Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
Why this helps
A permission change can be easy to notice but hard to connect with the template details someone needs next.
- Bring relevant template details into a sharing related review.
- Reduce manual context switching between Drive and Documint.
- Use the run report as a lightweight handoff record.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Documint once in the Notis portal.
- 2Create an automation and tell Notis which template id to retrieve and what details to include in the report.
- 3Choose the Google Drive File Shared trigger.
- 4Choose where run reports should go, then test with one real sharing change.
Questions about this workflow
Does this send the template to the newly shared Drive audience?
No. The available Documint action retrieves a template. It does not deliver documents or change Drive sharing permissions.
How should I identify the template?
Provide its Documint template id in your instruction, or specify an identification rule supported by information available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Documint. A trigger fires from one place; an action lands in another.
Google Drive triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
File Created
Triggers when a new file is created in Google Drive.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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