Auto-find contact folders before creating new ones
Before Notis creates a new contact folder, it checks if one already exists. No more duplicate folders cluttering your Drive.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Find folder
Tool to find a folder in google drive by its name and optionally a parent folder. use when you need to locate a specific folder to perform further actions like creating files in it or listing its contents.
Why this helps
You create a folder for a contact, but a folder with a similar name already exists. Now you have parallel folders and split records. Consolidating them later is painful.
- Prevent accidental duplicate folders
- Discover existing contact folders automatically
- Centralize contact records in one place
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Google Drive to Notis.
- 2Ask Notis: 'When a new contact arrives, search for an existing folder with their name in my Contacts folder. If one exists, alert me. If not, create it.'
- 3Set trigger: Contact Created in Hubspot.
- 4Review results in your notification channel.
- 5Test with a contact you've worked with before and verify Notis finds the existing folder.
Questions about this workflow
What if there are multiple folders with similar names?
Notis will list all matches and let you choose which one to use. Or tell Notis your naming convention so it matches exactly.
Can Notis link the new contact to the existing folder automatically?
Yes. Tell Notis: 'If the folder exists, don't create a new one—just link it to this contact in Hubspot.'
Does this work with nested folders?
Yes. Specify the parent folder: 'Search in my Clients > Acme folder for an existing structure.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Google Drive. A trigger fires from one place; an action lands in another.
Hubspot triggers
Google Drive actions
Contact Created Trigger
Contact Created Trigger
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Not just Hubspot and Google Drive. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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