Auto-share contact files with your team

New contacts shouldn't mean hunting down your team to grant them access. Notis shares the folder instantly with everyone who needs it.

Trigger

Contact Created Trigger

Contact Created Trigger

Google Drive logo

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

A new contact arrives and you have to manually share their folder with your team. Someone always ends up not having access. You're the bottleneck for every new lead's documentation.

  • Team has access instantly—no permission-request delays
  • Everyone sees new contacts at the same time
  • Stop being the bottleneck for file access

Setup

Build it in a few focused steps.

  • 1Connect Hubspot and Google Drive to Notis.
  • 2Create a Google Group for your team (or list specific email addresses).
  • 3Ask Notis: 'When a new contact is created, grant [teamname@domain.com] Editor access to their folder.'
  • 4Pick trigger: Contact Created.
  • 5Test with a new contact and verify your team gets access automatically.

Questions about this workflow

Can I give different access levels (Viewer vs Editor)?

Yes. Specify it in your prompt: 'Sales team gets Editor, managers get Viewer' or customize by role.

What if I want only certain team members to have access?

Use a Google Group for selective teams, or tell Notis exactly who should have access by role or name.

Can I change permissions later if the contact's status changes?

Yes. Create another automation: 'When a deal is won, upgrade that contact's folder to View-only for the team.'

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 logo

Hubspot triggers

Google Drive logo

Google Drive actions

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Add file sharing preference

Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Copy file

Duplicates an existing file in google drive, identified by its `file id`.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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).

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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