Keep contract renewal dates on your Salesforce task list
A contract moving into a renewal folder can prompt Notis to capture its stated date as a Salesforce follow-up.
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
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Renewal dates live in documents and folder conventions, while follow-up work lives somewhere else.
- Turn an existing file organization action into a follow-up.
- Capture only dates stated in the contract.
- Keep task context linked to the moved or renamed document.
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create a task for a matched Salesforce account only when the contract states a renewal or review date, including the date and source name.
- 4Pick the Item Moved or Renamed trigger and choose where run reports go.
- 5Test with one real contract move or rename.
Questions about this workflow
Does moving any file create a reminder?
The instruction should limit task creation to contract files with an explicit renewal or review date.
Can Notis infer the renewal date from the filename?
For reliable reminders, ask Notis to use a date stated in the document and flag missing or ambiguous dates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Salesforce. A trigger fires from one place; an action lands in another.
One drive triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
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.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
One drive and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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