Make the right deal file available
Grant access to a deal document when a new opportunity calls for collaboration.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Why this helps
Getting the right person access to a deal file can add another easy-to-forget task.
- Reduce manual access requests.
- Give a specified collaborator the needed role.
- Keep sharing tied to a deal event.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which existing Drive file and collaborator role to use, then pick the Pipedrive new deal trigger.
- 4Choose a report channel and test with one real deal.
Questions about this workflow
Does this create a new deal file?
No. This workflow changes sharing on an existing Drive file. Specify a resolvable file and collaborator.
Can I grant access to anyone?
The Drive action supports users, groups, domains, or anyone. State the intended recipient and role clearly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Google Drive. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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