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Notis

Reconcile snippets after copy moves

A moved copy document stays traceable to the reusable snippets 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 Snippets

Tool to list all snippets in your workspace. use when you need to retrieve all reusable content snippets for templating or dynamic content insertion.

Why this helps

File moves break the naming clues people use to find matching snippets later.

  • Preserves content traceability
  • Finds reusable assets faster
  • Reduces duplicate snippets

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Customer.io in Notis once.
  • 2Create an automation named Moved copy snippet reconciliation.
  • 3Tell Notis to use the old and new paths to list and match Customer.io snippets, then report confidence.
  • 4Pick the OneDrive Item Moved or Renamed trigger and choose a report channel.
  • 5Test with one moved copy document.

Questions about this workflow

What if the old name is more informative?

Notis can use both old and new names and paths when searching for likely matches.

Does it move snippets?

No. It only lists snippets and reports matches.

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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