Auto-find existing contact files
Before you create a new file, Notis checks if you already have notes on this contact. It finds old emails, past deals, or scattered docs so nothing gets lost.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Find file
Tool to list or search for files and folders in google drive. use when you need to find specific files based on query criteria or list contents of a drive/folder.
Why this helps
A contact arrives in Hubspot and you have no idea if you've already worked with them before. You create a new file. Later, you discover old files scattered across your Drive. You're managing duplicate contact records and fragmented history.
- Instantly see any history you already have on a contact
- Consolidate old files instead of creating duplicates
- No surprises when you realize you've worked with someone before
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Google Drive to Notis.
- 2Ask Notis: 'When a new contact is created, search my Drive for any existing files with their name or email. Tell me what you find.'
- 3Set trigger: Contact Created in Hubspot.
- 4Set your notification channel to receive search results.
- 5Test with a contact you know you have history with and verify Notis finds those files.
Questions about this workflow
What happens if Notis finds existing files?
Notis reports the results to your channel (email, Slack, etc.) so you can review them before creating a new file. You decide what to do next.
Can Notis automatically merge or consolidate files?
Not automatically, but you can ask it to in a follow-up automation: 'Move older contact files into the new primary folder I just created.'
Does this slow down the process?
Notis searches in the background and notifies you. You can still create files in parallel. It's a safety net, not a blocker.
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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