Create a 2chat contact from every qualifying OneDrive file
Keep new lead documents from becoming forgotten follow ups.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Create Contact
Tool to create a new contact in your 2chat account. use after gathering and verifying first name and at least one contact detail (email, phone, or address).
Why this helps
Contact details often sit inside newly uploaded documents while the next outreach step gets delayed.
- Reduces manual contact entry
- Catches new lead documents quickly
- Requires verification before creating a contact
Setup
Build it in a few focused steps.
- 1Connect OneDrive and 2chat in Notis once.
- 2Create an automation and describe that new files should be checked for a first name plus at least one contact detail, then create a 2chat contact only when verified.
- 3Pick the OneDrive File Created trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real file containing contact information.
Questions about this workflow
What if the file has incomplete details?
Notis can report that the contact was skipped and identify the missing detail for review.
Can this process every file type?
It can inspect files that Notis can read and should skip files without usable contact information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to 2chat. A trigger fires from one place; an action lands in another.
One drive triggers
2chat actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Tool to create a new contact in your 2chat account. use after gathering and verifying first name and at least one contact detail (email, phone, or address).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Usage Info
Tool to retrieve current api usage and account information. use when you need to monitor your remaining quotas before sending more requests.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
List Contacts
Tool to list all contacts in your 2chat account. use when you need to retrieve your contact list after confirming your account connection.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
List Webhook Subscriptions
Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Test API Key
Tool to validate your api key and retrieve account info. use when confirming credentials before performing other operations.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Connect any two apps with Notis in the middle.
One drive and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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