Turn new OneDrive client folders into 2chat contacts
Start client communication as soon as the workspace appears.
Trigger
OneDrive Folder Created Trigger
Triggers when a new folder 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
Creating a client folder is easy, but contact setup is often postponed until the conversation is already urgent.
- Shortens client onboarding
- Keeps contact records consistent
- Avoids creating contacts without verified details
Setup
Build it in a few focused steps.
- 1Connect OneDrive and 2chat in Notis once.
- 2Create an automation that reviews the new folder context and creates a 2chat contact only after finding a first name and one verified contact detail.
- 3Pick the OneDrive Folder Created trigger.
- 4Choose a report channel for success and skip messages.
- 5Test with one real client folder.
Questions about this workflow
Does a folder name alone create a contact?
No. The automation should require a first name and at least one contact detail before using Create Contact.
What happens if no details are available yet?
Notis can report the missing information so you can add it before retrying.
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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