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Notis

Keep Connecteam chat context in step with moved handbooks

A renamed or relocated handbook can make old references harder to follow. Get a Connecteam chat review when its OneDrive path changes.

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

Get Chat

Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.

Why this helps

Team members may keep referring to a handbook by its old name or location, leaving others unsure where to look.

  • Surface chat conversations that may mention the changed file context.
  • Reduce manual searching across team conversations.
  • Create a report that points to possible follow-up.

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Connecteam once in the Notis portal.
  • 2Create an automation named Moved handbook chat review.
  • 3In one instruction, ask Notis to retrieve Connecteam chats and summarize conversations that may relate to the moved or renamed OneDrive item, using its old and new path when available.
  • 4Pick the Item Moved or Renamed trigger and choose where run reports should go.
  • 5Test with one real file move or rename and review the report.

Questions about this workflow

Does this post a message to a Connecteam chat?

No. The available action retrieves chat conversations. The automation can report relevant context but cannot post a correction.

Can it find every message that references the handbook?

It can only summarize the conversations made available by the retrieval action. The report should describe its scope and note if the result does not expose searchable message content.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link One drive to Connecteam. A trigger fires from one place; an action lands in another.

One drive triggers

Connecteam actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Users

Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Users

Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.

ActionInstant

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

Generate Upload URL

Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Get Chat

Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.

ActionInstant

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

TriggerPolling

Get Custom Field Categories

Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.

ActionInstant

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Get Custom Fields

Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.

ActionInstant

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Get Forms

Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.

ActionInstant

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.

TriggerPolling

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.

ActionInstant

Connect any two apps with Notis in the middle.

One drive and Connecteam, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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