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Notis

Sync renamed OneDrive accounts to Delighted

Keep customer context current when account workspaces change.

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

Create or Update Person

Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.

Why this helps

Renamed accounts leave feedback records labeled with stale context.

  • Preserves accurate segmentation
  • Reduces stale account labels
  • Keeps file changes connected to feedback data

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Delighted once in Notis.
  • 2Create an automation for account context updates.
  • 3Tell Notis to use the moved or renamed path to find the person and update their Delighted properties.
  • 4Pick the OneDrive Item Moved or Renamed trigger.
  • 5Choose a report channel and test with one account file.

Questions about this workflow

Can it use the old path too?

Yes. The trigger includes old and new path and name data.

What if several people share the account?

Tell Notis to update every matching person and report ambiguity.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

One drive triggers

Delighted actions

Recurring trigger

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

TriggerScheduled

Add Person to Autopilot Email

Tool to add a person to Autopilot or update their properties for email-based surveys. Use when you need to enroll a person in scheduled email surveys or update their custom properties.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Person to Autopilot SMS

Tool to add a person to Autopilot or update their properties for SMS-based surveys. Use when you need to schedule automated survey delivery via SMS.

ActionInstant

Onedrivebasetrigger

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

TriggerPolling

Create or Update Person

Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.

ActionInstant

OneDrive File Created Trigger

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

TriggerPolling

Delete Pending Survey Requests

Tool to remove all pending (scheduled but not yet sent) survey requests for a person. Use when you need to cancel all future surveys for a specific email address.

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

Delete Person

Tool to remove a person and all associated data from Delighted. Use when you need to permanently delete a person's information. Deletion includes surveys, responses, properties, Autopilot membership, survey history, and unsubscribe/bounce status.

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 Autopilot Email Configuration

Tool to retrieve the current Autopilot configuration for email distribution. Returns configuration details including whether Autopilot is active, survey frequency, and timestamps.

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 Autopilot SMS Configuration

Tool to retrieve the current Autopilot configuration for SMS distribution. Use when you need to check whether Autopilot is enabled, review survey frequency settings, or examine configuration timestamps for SMS surveys.

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

List Autopilot SMS Memberships

Tool to retrieve all Autopilot memberships for SMS distribution platform. Use when you need to list people enrolled in Autopilot SMS or filter by specific person details.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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