Auto-duplicate docs for each deal stage
Each stage of your deal needs different docs. Notis duplicates them automatically when the deal moves, so you always have what you need.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Why this helps
When a deal moves to Negotiation, you have to remember to copy your standard negotiation template. When it's Proposal, you need another one. You're constantly hunting for templates or manually copying files.
- Every deal stage has its own doc setup instantly
- No hunting for old templates or creating duplicates by hand
- Deal pace improves when docs are ready before you need them
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Google Drive to Notis.
- 2Prepare one template doc for each deal stage in Google Drive (or identify existing ones by name).
- 3Ask Notis: 'When a deal moves to Negotiation, copy my Negotiation template. When it moves to Proposal, copy my Proposal template.'
- 4Pick your trigger: Deal Stage Updated in Hubspot.
- 5Test by moving a deal through stages and verify the docs appear.
Questions about this workflow
Do I need separate templates for each stage?
No, but it helps. You can use one universal template and Notis can customize it per stage. Or you can set different templates for different stages.
What if a deal skips a stage?
Notis only runs when you actually move the deal to that stage. If a deal jumps from Prospecting to Proposal, only the Proposal doc is copied.
Can I organize the copied docs automatically?
Yes. Tell Notis: 'Copy the template and put it in a folder named after the deal, tagged with the current stage.'
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.
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When this happens · Trigger
Do this · Action
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