Auto-validate contact intake data
You don't know if an intake form is complete until you open it. Notis checks automatically and alerts you if critical fields are missing.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get File Metadata
Tool to get a file's metadata by id. use when you need to retrieve the metadata for a specific file in google drive.
Why this helps
You assign a new contact to your team, but the intake form is half-empty. Your team wastes time asking for more info instead of moving forward. You're trying to enforce data quality but doing it manually.
- Catch incomplete data before assignment
- Reduce back-and-forth with your team
- Enforce consistent intake quality automatically
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Google Drive to Notis.
- 2Ask Notis: 'When a new contact is created, check their intake form in Drive for required fields: name, email, company, budget, timeline. Alert me if any are missing.'
- 3Set trigger: Contact Created in Hubspot.
- 4Notis will notify you of gaps before you assign the contact.
- 5Test with an incomplete intake and verify you get alerted.
Questions about this workflow
Can Notis auto-fill missing fields from Hubspot?
Partially. Notis can prefill Hubspot data (name, email, company) in the form. For custom fields, you'd need to specify them in your prompt.
What if the intake form doesn't exist yet?
Combine this with the auto-create-intake automation. Create the form first, then validate it.
Can I set different validation rules for different contact types?
Yes. Use conditional logic: 'If the contact is Enterprise, require budget. If it's SMB, require timeline. Otherwise, require both.'
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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