Find the right proposal template after a file move
A renamed or relocated file often signals a new stage. Bring the best proposal template into view.
Trigger
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.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
People lose time hunting for the right proposal structure after organizing client files.
- Shorten template selection
- Keep documents consistent
- Make stage changes visible
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Better Proposals in Notis.
- 2Create an automation asking Notis to list templates relevant to the moved or renamed item and explain the recommendation.
- 3Pick the Item Moved or Renamed trigger.
- 4Select a report channel.
- 5Test with one moved client file.
Questions about this workflow
Does this modify a template?
No. It retrieves available templates with action 1378 for selection.
Can the prompt include sales stage rules?
Yes. State the stage or document purpose you want Notis to use when recommending templates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Better proposals. A trigger fires from one place; an action lands in another.
One drive triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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OneDrive Folder Created Trigger
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Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
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.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
One drive and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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