Auto-log deal updates with comments
Your deal doc should reflect what's happening in Hubspot. Notis adds a comment every time the deal moves, creating an automatic audit trail.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Your Google Drive deal file becomes stale. The deal has moved three stages in Hubspot but your Drive doc hasn't changed. You're managing two separate timelines.
- Drive docs stay in sync with Hubspot pipeline
- Built-in audit trail of all deal movements
- No context-switching to update docs manually
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, add a comment to its Google Doc: [Date/Time] - Moved to [New Stage].'
- 3Set trigger: Deal Stage Updated in Hubspot.
- 4Test by moving a deal and verifying the comment appears in its Drive file.
Questions about this workflow
Can I include more detail in the comment, like who moved it or why?
Yes. Ask Notis to include additional fields: 'Add a comment with the timestamp, new stage, and any deal notes Hubspot captured.'
What if the deal doc doesn't exist yet?
Notis will notify you instead of failing. Combine this with an earlier automation that creates the deal doc when the deal is created.
Can I search or report on these comments later?
Yes. Google Drive's comment history is searchable. You can also tell Notis to compile a summary weekly: 'Each Monday, list all deal movements from last week.'
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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