Keep CRM people aligned with moved contact files
Move or rename a contact file and let Notis update the person context that depends on it.
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 Person
Tool to update an existing person by id. use after retrieving the person's current details when you need to modify one or more fields.
Why this helps
Folder moves often signal a lifecycle change that never reaches the CRM.
- Capture workflow signals
- Reduce forgotten status updates
- Keep source organization meaningful
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Centralstation CRM in Notis once.
- 2Create an automation for moved or renamed contact files.
- 3Tell Notis how the old and new paths should affect the matching person record.
- 4Pick the Item Moved or Renamed trigger and a report channel.
- 5Test with one real contact file move.
Questions about this workflow
Can path changes indicate a status?
Yes. State the path convention in your instruction and Notis can apply it when the move provides enough evidence.
What identifies the person?
Use a name, email, or other stable identifier contained in the file or filename.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Centralstationcrm. A trigger fires from one place; an action lands in another.
One drive triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
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 Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
One drive and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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