Keep account research current as notes change
Update the account note once and let Notis refresh the company profile for you.
Trigger
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Action
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Why this helps
Important account changes sit in documents while research remains based on an older snapshot.
- Keep research aligned with current notes
- Avoid repeating domain lookups manually
- Surface refreshed context quickly
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Bigpicture io in Notis once.
- 2Create an automation named Account domain refresh.
- 3Tell Notis to read the updated note, use its confirmed domain, run Company Find, and summarize relevant changes.
- 4Pick the File Updated trigger and select a report channel.
- 5Test by updating one account note with a known domain.
Questions about this workflow
Will every edit trigger a lookup?
Yes, so use this on a focused folder or tell Notis to proceed only when the note contains a confirmed domain.
Can Notis compare old and new profiles?
Only if the previous profile is supplied in the note or report history; otherwise it can summarize the latest result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Bigpicture io. A trigger fires from one place; an action lands in another.
One drive triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Name to Domain Search
Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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 Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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