Auto-update file names with deal status
File names should tell you what's happening. Notis updates them automatically so your file reflects the current deal status at a glance.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Update File (Metadata)
Updates file metadata. uses patch semantics (partial update) as per google drive api v3. use this tool to modify attributes of an existing file like its name, description, or parent folders. note: this action currently supports metadata updates only. file content updates require multipart/related upload and are not yet implemented.
Why this helps
A deal file is named 'Acme - Proposal' but the deal has moved to Negotiation months ago. Your file names are stale. You're hunting for context instead of seeing status at a glance.
- File names always reflect current deal status
- Instant status visibility without opening files
- Reduce search time and confusion
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Google Drive to Notis.
- 2Ask Notis: 'When a deal moves to a new stage, update its file name to include the stage, e.g., Acme - [Stage Name].'
- 3Set trigger: Deal Stage Updated in Hubspot.
- 4Test by moving a deal and verifying the file name updates in Drive.
Questions about this workflow
Can I include other deal info in the file name, like amount or probability?
Yes. Ask Notis to include it: 'Update the file name to [Company] - [Stage] - $[Amount]' or whatever fields matter to you.
What if I have multiple files per deal?
Notis can update all of them, or you can specify which one (e.g., only the primary proposal doc). Tell it in your prompt.
Does this affect anything else, like sharing or permissions?
No. It only changes the file name and metadata. All permissions and sharing stay the same.
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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