Keep client records aligned with account plan changes
Account plan edits can prompt a focused client record review before details drift further.
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
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
Account changes and client records often live in separate systems and become misaligned.
- Find missing or stale client records
- Reduce duplicate account research
- Support cleaner training coordination
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Coassemble in the Notis portal.
- 2Create an automation that compares the changed account plan context with returned Coassemble clients.
- 3Pick the OneDrive File Updated trigger.
- 4Choose a report channel and test with one updated account plan.
Questions about this workflow
Can it edit client records?
No. The permitted action retrieves clients and prepares an alignment report.
What identifiers help matching?
Client names, account identifiers, or other identifiers present in the file and Coassemble results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Coassemble. A trigger fires from one place; an action lands in another.
One drive triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Get Trackings
Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
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 Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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