Auto-revoke access on deal closure
When a deal closes, the team shouldn't still have open access to the file. Notis revokes permissions automatically, keeping files secure and organized.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Delete Permission
Deletes a permission from a file by permission id. use when you need to revoke access for a specific user or group from a file.
Why this helps
Deals close but your team still has full access to sensitive files. You manually track who needs access removed. It's easy to miss people.
- Automatic security lockdown when deals close
- No forgotten access rights lingering
- Reduce manual permission cleanup
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Google Drive to Notis.
- 2Ask Notis: 'When a deal is marked Closed Won or Closed Lost, remove Editor access from the sales team but keep Viewer access for the account executive.'
- 3Set trigger: Deal Stage Updated in Hubspot.
- 4Specify which roles lose access and which keep it.
- 5Test by closing a deal and verifying permissions update in Drive.
Questions about this workflow
Can I set different permissions for Won vs Lost deals?
Yes. Tell Notis: 'If Closed Won, keep Viewer access. If Closed Lost, revoke all access except Leadership.'
What if someone needs access to a closed deal later?
They can ask you or the account executive. You can also restore access manually, or create another automation for specific exceptions.
Does this affect the account executive's ability to reference the deal?
No. You can keep them as Viewer so they can still reference it but others can't edit or share.
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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