Keep Chaser contacts aligned with folder access changes
Reflect meaningful access changes in the customer record.
Trigger
Sharing Permission Added or Removed
Sharing Permission Added or Removed
Action
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Why this helps
Access changes can signal a new billing contact while Chaser still points to the old one.
- Catches contact ownership changes
- Creates an audit-friendly report
- Keeps communications targeted
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Chaser in Notis once.
- 2Create an automation for customer folder sharing changes.
- 3Tell Notis to assess whether the permission change identifies a new billing contact and update Chaser when evidence is clear.
- 4Pick the OneDrive Sharing Permission Added or Removed trigger and choose reports.
- 5Test with one real permission change.
Questions about this workflow
Does every permission change alter the customer?
No. Notis can ignore routine access changes and act only when the event provides a meaningful contact signal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Chaser. A trigger fires from one place; an action lands in another.
One drive triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
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.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
One drive and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.