Keep agreement names consistent after OneDrive renames
A rename should clarify the agreement everywhere it appears, including the signing workspace.
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
Update Document V2
Tool to update document properties. Use after confirming the document ID is valid.
Why this helps
Different names across OneDrive and Documenso make search, reporting, and follow-up harder.
- Improve agreement search
- Reduce naming confusion
- Keep records consistent
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Documenso in Notis once.
- 2Create an automation describing the matching rule and desired title format.
- 3Pick the OneDrive Item Moved or Renamed trigger.
- 4Tell Notis to update the confirmed Documenso title and description.
- 5Choose a report channel and test with one renamed agreement.
Questions about this workflow
Can it update a signed document title?
Only if your Documenso policy permits it; otherwise ask Notis to report the rename.
What if several documents share the same name?
Require a stable file or document identifier before updating.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Documenso. A trigger fires from one place; an action lands in another.
One drive triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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Tool to delete a template by ID.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
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.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
One drive and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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