Auto-generate contact intake forms in Google Docs
Intake forms should exist before you say hello. Notis creates a templated form in Google Docs instantly, ready for you to fill in or share.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
You have a standard intake template, but you forget to create a copy for new contacts, or you do it manually for each one. Inconsistent data collection and wasted setup time.
- Standardized intake form for every lead, instantly
- No more forgetting to create the form before the first call
- Consistent data collection across all contacts
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Google Drive to Notis.
- 2Ask Notis: 'When a new contact is created, generate a Google Doc from my intake template with fields for [contact name, company, goals, timeline, budget].'
- 3Specify your trigger: Contact Created in Hubspot.
- 4Set your report channel and test with a new contact.
Questions about this workflow
Can I use my own intake template?
Yes. Describe your template in the automation prompt or reference a Google Doc you've already created. Notis will copy it or recreate it with your fields.
What if I want different forms for different contact types?
Use Notis's conditional prompts: 'If the contact source is Inbound, use template A. If it's referral, use template B.' You set the rules in plain language.
Can the form auto-populate with Hubspot data?
Notis will include available Hubspot fields (name, email, company) in the form. More complex prefilling requires a webhook trigger where you pass the data explicitly.
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 985+ integrations.
When this happens · Trigger
Do this · Action
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