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Check customer context after sharing a Drive file

Add a quick customer lookup when a file starts reaching a new collaborator.

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 Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

Why this helps

A newly shared file can expose a customer workflow without anyone checking the matching record.

  • Add context to sharing events
  • Reduce accidental customer confusion
  • Create a repeatable access review

Setup

Build it in a few focused steps.

  • 1Connect Google Super and Ascora in Notis once.
  • 2Create an automation for shared-file customer checks.
  • 3Tell Notis to identify any customer context associated with the shared file, search Ascora, and summarize relevant records or uncertainty.
  • 4Pick the File Shared trigger and choose a report channel.
  • 5Test it with one real permission change.

Questions about this workflow

Does it change Drive permissions?

No. It reviews the sharing event and retrieves related Ascora customers.

Can it handle folders?

Yes, when the trigger reports a shared folder and enough context is available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Super triggers

Ascora actions

Recurring trigger

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

TriggerScheduled

Delete Customer

Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

ActionInstant

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

TriggerPolling

Delete Customer

Tool to delete a specific customer by id. use after confirming the customer exists.

ActionInstant

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

TriggerPolling

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

ActionInstant

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

TriggerPolling

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

ActionInstant

Comment Added (Docs/Sheets/Slides)

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

TriggerPolling

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Connect any two apps with Notis in the middle.

Google Super and Ascora, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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