Keep a CRM record of OneDrive sharing changes
When access changes on a customer document, make the change easier to find in the relationship history.
Trigger
Sharing Permission Added or Removed
Sharing Permission Added or Removed
Action
Create a batch of emails
Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.
Why this helps
Sharing changes can affect customer collaboration, but the reason and context may be hard to track later.
- Keep permission change context with a CRM relationship
- Make access changes easier to review later
- Reduce the need to reconstruct what changed
Setup
Build it in a few focused steps.
- 1Connect OneDrive and HubSpot once in the Notis portal.
- 2Create a new automation and give it a clear name.
- 3Tell Notis which customer files matter and to create a HubSpot email record summarizing available sharing change details, associating it only with a relevant existing CRM record it can identify.
- 4Pick the OneDrive sharing permission added or removed trigger and choose where run reports should go.
- 5Test with one real permission change and review the record.
Questions about this workflow
Will the record include details not present in the trigger?
No. The workflow can summarize available sharing change details. Add any missing business context through your instruction or review process.
Can this grant or revoke access?
No. This workflow records a permission change that has already occurred. It does not change OneDrive permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Hubspot. A trigger fires from one place; an action lands in another.
One drive triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
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.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
One drive and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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