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Update Dovetail topics after OneDrive research moves

Keep research labels understandable when your file structure changes.

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 Topic

Tool to update an existing topic. use after confirming the topic id and fields to change. example: "update topic with id 123... to have title 'new'".

Why this helps

Renamed folders and files leave research topics mislabeled and hard to find.

  • Prevents stale research labels
  • Keeps navigation coherent
  • Reduces cleanup after reorganizing files

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Dovetail in the Notis portal.
  • 2Create an automation that identifies the related topic and updates its title or description.
  • 3Pick the OneDrive Item Moved or Renamed trigger.
  • 4Choose reports and test with one real rename event.

Questions about this workflow

How does Notis identify the related topic?

Tell it what naming or project context links the OneDrive item to the Dovetail topic.

What if no matching topic is found?

The run can report the missing match for manual review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

One drive triggers

Dovetail actions

Recurring trigger

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

TriggerScheduled

Create Channel

Tool to create a new channel in dovetail. use after confirming channel details.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Contact

Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.

ActionInstant

Onedrivebasetrigger

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

TriggerPolling

Create Data Point

Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.

ActionInstant

OneDrive File Created Trigger

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

TriggerPolling

Create Insight

Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."

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

Create Topic

Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.

ActionInstant

OneDrive Folder Created Trigger

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

TriggerPolling

Delete Channel

Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id 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

Delete Topic

Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."

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 Note

Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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