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Notis

Check Connecteam forms when a policy file changes

Policy updates can affect the questions your team answers. Get a focused list of Connecteam forms to review when a OneDrive policy changes.

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 Forms

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

Why this helps

A revised policy can leave related team forms out of date, with no obvious reminder to compare them.

  • Bring form review into the same moment as a policy change.
  • Summarize possible follow-ups in a run report.
  • Avoid relying on memory to revisit related forms.

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Connecteam once in the Notis portal.
  • 2Create an automation named Policy form review.
  • 3In one instruction, ask Notis to retrieve Connecteam form definitions and identify forms that may relate to the changed OneDrive file, stating when the returned data is insufficient to confirm a match.
  • 4Pick the OneDrive File Updated trigger and choose where run reports should go.
  • 5Test with one real policy update and review the report.

Questions about this workflow

Will this change or publish any Connecteam forms?

No. The available action retrieves form definitions. The workflow reports possible review needs; it does not edit or publish forms.

Does it know which policy a form belongs to?

Only if the file context and returned form data provide enough information. Otherwise, Notis should mark the connection as uncertain for your review.

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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