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Notis

Review Docnify after a new OneDrive file

Keep new documents connected to their signing work.

Trigger

OneDrive File Created Trigger

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

Action

List Documents

Tool to list documents in the Docnify account.

Why this helps

New files can sit disconnected from the signature process.

  • Find related signing records quickly
  • Reduce manual searching
  • Surface missing Docnify documents

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Docnify in Notis once.
  • 2Create an automation and describe that new files should be checked against Docnify documents.
  • 3Pick the OneDrive File Created trigger.
  • 4Choose where run reports should go.
  • 5Test with one real OneDrive file and review the match report.

Questions about this workflow

Does this create a Docnify document?

No. It lists existing Docnify documents and reports likely matches.

What if there is no match?

The report identifies the new file as needing review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

One drive triggers

Docnify actions

Recurring trigger

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

TriggerScheduled

Add Document Recipient

Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document Fields

Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.

ActionInstant

Onedrivebasetrigger

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

TriggerPolling

Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

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 Document Field

Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.

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 document recipient

Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.

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 Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

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 Template

Tool to fetch a specific template by its ID. Use to view a template's details 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

List Documents

Tool to list documents in the Docnify account.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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