Sync quote tracker updates from Drive to Hubspot
Your team tracks quotes in a Drive spreadsheet. Notis keeps Hubspot quotes updated automatically when the tracker changes.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
Batch update quotes
Updates multiple existing hubspot quotes in a batch; each quote is identified by its object id or a custom unique property (via `idproperty`), and only writable properties are modified.
Why this helps
Your team uses a Drive spreadsheet to track quote status and iterations, but Hubspot quotes don't reflect current status until you remember to update them.
- Hubspot quotes always show current status without manual updates
- Let your team work in the tool they prefer (Drive) while Hubspot stays current
- Never send outdated quotes to prospects because Hubspot is out of sync
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Hubspot to Notis.
- 2Create an automation: 'When my quote tracker spreadsheet in Drive changes, update the corresponding quotes in Hubspot.'
- 3Select the trigger: 'File Updated' for your quote tracker.
- 4Choose your notification channel.
- 5Update your quote tracker with test changes and verify the quotes update in Hubspot within minutes.
Questions about this workflow
How does Notis match Drive rows to Hubspot quotes?
Notis matches by quote ID, customer name, or any unique field you specify in the Drive file.
What fields can Notis update in Hubspot quotes?
Price, expiration date, quote status, line items, and any custom Hubspot quote field.
Does this create new quotes or only update existing ones?
By default, it updates existing quotes. You can also create new quotes if they don't already exist in Hubspot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Hubspot. A trigger fires from one place; an action lands in another.
Google Drive triggers
Hubspot actions
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
File Created
Triggers when a new file is created in Google Drive.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
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.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
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``.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
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When this happens · Trigger
Do this · Action
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