Keep client names aligned after folder renames
Folder renames should not leave client records stale.
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
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Renamed projects create confusing mismatches between file storage and proposal records.
- Maintain naming consistency
- Reduce search confusion
- Keep systems aligned
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Bidsketch in Notis.
- 2Create an automation describing how to match the old and new names.
- 3Pick OneDrive Item Moved or Renamed as the trigger.
- 4Choose a report destination.
- 5Test with one renamed folder.
Questions about this workflow
Can it handle a moved folder too?
Yes, the trigger includes moved and renamed items with old and new path data.
What if the match is uncertain?
Tell Notis to report candidates instead of changing a record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Bidsketch. A trigger fires from one place; an action lands in another.
One drive triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its 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.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
One drive and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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