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Notis

Reconcile newsletters after OneDrive moves

Moving a plan should not break the link to the newsletter it describes.

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

List Newsletters

Tool to list all newsletters. use when paginating through newsletter metadata.

Why this helps

Renamed files make it hard to tell which Customer.io newsletter record is still current.

  • Preserves traceability
  • Finds likely matching newsletters
  • Reduces duplicate records

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Customer.io in Notis once.
  • 2Create an automation named Newsletter move reconciliation.
  • 3Tell Notis to use the old and new file names and paths to find the closest Customer.io newsletter and report confidence.
  • 4Pick the OneDrive Item Moved or Renamed trigger and choose a report channel.
  • 5Test with one renamed newsletter plan.

Questions about this workflow

What if no newsletter matches?

Notis reports that no confident match was found and includes the search context.

Does this rename the Customer.io newsletter?

No. The listed action retrieves newsletters for reconciliation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

One drive triggers

Customerio actions

Recurring trigger

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

TriggerScheduled

Suppress Customer Profile

Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Integrations

Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.

ActionInstant

Onedrivebasetrigger

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

TriggerPolling

Get Messages

Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.

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 Segment Details

Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.

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 Segment Membership

Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.

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 Segments

Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.

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 Trigger

Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.

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 Triggers

Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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