Weekly upsert of accounts represented in OneDrive
A scheduled review keeps organization records current without constant manual checking.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Upsert Account
This tool creates a new account if it doesn't exist or updates an existing account in activecampaign. it is particularly useful to ensure an account exists without creating duplicates, combining the functionality of create and update operations into a single action.
Why this helps
Account details drift when shared documents and CRM records are maintained separately.
- Reduce duplicate accounts
- Keep organization data current
- Create a predictable maintenance routine
Setup
Build it in a few focused steps.
- 1Connect OneDrive and ActiveCampaign in Notis once.
- 2Create an automation telling Notis to review the chosen OneDrive folder and upsert each represented account.
- 3Choose a recurring Notis schedule.
- 4Choose where run reports go.
- 5Run one test review with a small account set.
Questions about this workflow
Can the review be limited to recently changed files?
Yes, state the date window Notis should inspect in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Active campaign. A trigger fires from one place; an action lands in another.
One drive triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact to Automation
This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Add Secondary Contact to Deal
This tool adds a secondary contact to an existing deal in activecampaign. if the deal has no primary contact set, this contact will be set as primary if no role is specified. the tool requires the user to have permission to manage deals and expects parameters like contact id (required), deal id (required), and role id (optional).
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Account
This tool creates a new account in activecampaign. it represents a business or organization and allows programmatic account creation. the tool requires the account name and optionally accepts parameters such as account url, owner, and custom fields.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create contact
Creates a new contact in activecampaign with the specified details. this action allows you to create a new contact with basic information like email, name, phone, organization details, and tags. the email address is the only required field, while all other fields are optional.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create contact task
Create a task associated with a contact in activecampaign. this action allows you to create a new task that will be associated with a specific contact in your activecampaign account. the task can include details such as due date, title, description, and can be assigned to a specific user.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Deal Pipeline
Creates a new deal pipeline in activecampaign. a deal pipeline is a visual representation of your sales process that helps organize and track deals through different stages. when you create a new pipeline, it automatically comes with three default stages: 'to contact,' 'in contact,' and 'follow up.'
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.
Create Deal Task Type
This tool creates a new deal task type in activecampaign. deal task types are used to categorize and organize tasks associated with deals, and they are an important feature for maintaining a structured task management system within the deals pipeline. this action complements the existing active campaign create deal task action by enabling the creation of custom task types that can be used when creating deal tasks.
Connect any two apps with Notis in the middle.
One drive and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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