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Start client onboarding from a new OneDrive folder

A new client folder can be the signal to put onboarding work on the Jira board.

Trigger

OneDrive Folder Created Trigger

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

Action

Create Issue

Creates a new jira issue (e.g., bug, task, story) in a specified project.

Why this helps

Creating a client workspace does not automatically create a visible checklist for the work that follows.

  • Connect workspace creation to trackable onboarding work.
  • Include the folder reference in the Jira issue.
  • Make the next steps easier to find and follow.

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Jira once in the Notis portal.
  • 2Create an automation in Automations, New Automation.
  • 3Tell Notis to create an onboarding task with the new folder's name and link.
  • 4Pick the OneDrive Folder Created trigger and choose where run reports go.
  • 5Test with one real client folder.

Questions about this workflow

Can it make a checklist too?

Describe the onboarding steps you want represented in Jira and test the resulting task.

How can it tell client folders from other folders?

Describe the folder naming or other context that identifies the client folders you want to use.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

One drive triggers

Jira actions

Recurring trigger

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

TriggerScheduled

Add Attachment

Uploads and attaches a file to a jira issue.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Comment

Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.

ActionInstant

Onedrivebasetrigger

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

TriggerPolling

Add Watcher to Issue

Adds a user to an issue's watcher list by account 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

Assign Issue

Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.

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

Bulk Create Issues

Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.

ActionInstant

OneDrive Folder Created Trigger

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

TriggerPolling

Create Issue

Creates a new jira issue (e.g., bug, task, story) in a specified project.

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

Link Issues

Links two jira issues using a specified link type with optional comment.

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

Create Project

Creates a new jira project with required lead, template, and type configuration.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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