Start client onboarding from a new folder
A folder can trigger the checklist that keeps onboarding moving from day one.
Trigger
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Create Task
Tool to add a new task in a project. use when you have the project id and full task details ready.
Why this helps
Client setup depends on someone remembering to create and assign the first tracking task.
- Standardize onboarding
- Reduce missed setup work
- Create immediate ownership
Setup
Build it in a few focused steps.
- 1Connect OneDrive and BugHerd in Notis once.
- 2Create an automation describing the client folder pattern and onboarding checklist.
- 3Ask Notis to create a BugHerd task with the folder link and checklist summary.
- 4Pick the OneDrive Folder Created trigger and choose a report channel.
- 5Test with one client folder.
Questions about this workflow
Can the task include a checklist?
Yes. Include the standard onboarding steps in the automation prompt.
Can it skip internal folders?
Yes. Tell Notis which parent paths or naming patterns represent clients.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Bugherd. A trigger fires from one place; an action lands in another.
One drive triggers
Bugherd actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Guest to Project
Tool to add a guest (client) to a project. use when you want to add an existing client by id or invite a new client by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Member to Project
Tool to add a member to a project in bugherd. use when you need to add an existing user to a specific project.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Attachment
Tool to add a new attachment to a task using an existing url. use when you have project and task ids and the external file url ready.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Column
Tool to create a new column in a project. use when you need to add a custom workflow column after identifying the project id.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Comment
Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Project
Tool to create a new project. use when you need to initialize a project after gathering its name and url. example: "create a new project named 'my website' with url 'http://www.example.com'."
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Task
Tool to add a new task in a project. use when you have the project id and full task details ready.
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 Webhook
Tool to create a new webhook for real-time event notifications. use when you need to configure a callback endpoint for task or comment events. example: "create a webhook for 'task create' events to be sent to 'https://example.com/webhook'."
Connect any two apps with Notis in the middle.
One drive and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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