Auto-archive deal docs as they close
Dead deals clutter your Drive. Notis automatically moves them to an archive folder when they close, so your active deals stay in focus.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Move File
Tool to move a file from one folder to another in google drive. use when you need to reorganize files by changing their parent folder(s).
Why this helps
Your Drive is full of closed deal folders mixed with active ones. You can't tell what's current and what's old. Sorting through hundreds of folders wastes cognitive energy.
- Active deals stay visible and focused
- Closed deals move out of the way automatically
- Less clutter, less decision fatigue on what to keep where
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Google Drive to Notis.
- 2Create an 'Archive' or 'Closed Deals' folder in your Drive.
- 3Ask Notis: 'When a deal is marked Closed Won or Closed Lost, move its folder to my Archive folder.'
- 4Set trigger: Deal Stage Updated in Hubspot.
- 5Test by closing a deal and verifying it moves to your archive.
Questions about this workflow
Can I archive at different stages, not just 'Closed'?
Yes. You could archive at Proposal if that's your cutoff, or create separate archives for different outcomes (Won, Lost, Stuck).
What if I want to delete closed deals instead?
You can, but we recommend archiving first. Notis can move them to Trash, but recovery is harder. Archive is safer.
Does archiving affect my view of the deal in Hubspot?
No. The Hubspot deal stays where it is. Only the Google Drive file moves. The two stay in sync.
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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