Review new proposals after a file version change
A new version may unlock a new deal. Check newly created proposals while the context is fresh.
Trigger
New Version Created
Trigger that fires when a new version of a specified OneDrive file is created.
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
Version updates and new proposal creation happen in separate tools with no shared review moment.
- Catch new sales work sooner
- Link revisions to opportunities
- Reduce manual status checks
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Better Proposals in the Notis portal.
- 2Create an automation asking Notis to retrieve new proposals after each tracked file version and summarize likely relationships.
- 3Pick the New Version Created trigger.
- 4Choose the run report destination.
- 5Test with one versioned file.
Questions about this workflow
Does it watch every file?
Use the specific file scope provided by the New Version Created trigger configuration.
Can it summarize only relevant proposals?
Yes. State the matching clues and relevance threshold in the instruction.
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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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OneDrive Folder Created Trigger
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OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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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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