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Notis

Keep Documenso fields current when OneDrive forms change

Small form changes can create big signing errors. Catch them before the next signer opens the document.

Trigger

OneDrive Item Updated Trigger

Triggers when an existing file or folder is modified in OneDrive. Uses Gmail-style state management and only detects actual modifications, not new creations.

Action

Update Document Fields

Tool to update one or more fields on a document. Use when you need to adjust properties of existing fields post-creation.

Why this helps

A changed input or clause can leave Documenso fields pointing at outdated information.

  • Reduce field mistakes
  • Keep forms aligned
  • Create a review point for changes

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Documenso in Notis once.
  • 2Create an automation explaining how to identify the matching document and confirmed field changes.
  • 3Pick the OneDrive Item Updated trigger.
  • 4Tell Notis to update only confirmed Documenso fields and report uncertain matches.
  • 5Choose where reports go and test with one modified form.

Questions about this workflow

Can it change any field?

Only fields and values you identify clearly in the instruction should be changed.

What if the document is already signed?

Have Notis stop and report that signed documents need a separate process.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Onedrivebasetrigger

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

TriggerPolling

Delete Template

Tool to delete a template by ID.

ActionInstant

OneDrive File Created Trigger

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

TriggerPolling

Distribute Document V2

Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.

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

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.

ActionInstant

OneDrive Folder Created Trigger

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

TriggerPolling

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.

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

Find Documents V2

Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.

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 Template

Tool to fetch a template by ID.

ActionInstant

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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