Keep material document changes in Salesforce
When a key account document gets a new version, bring its meaningful changes into Salesforce.
Trigger
New Version Created
Trigger that fires when a new version of a specified OneDrive file is created.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
A revised document can change the account picture, but the update is easy to overlook when the CRM stays untouched.
- Notice meaningful changes to key account documents.
- Keep a dated update in Salesforce.
- Skip versions without relevant account changes.
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 compare the new version with available prior context and add a Salesforce note only for material account changes, naming the file and version.
- 4Pick the New Version Created trigger and choose where run reports go.
- 5Test with one real version update.
Questions about this workflow
Can the workflow compare versions?
Ask Notis to compare versions when prior content is available to it. Otherwise it can summarize the current version and state that comparison was unavailable.
What counts as a material change?
Define the changes you care about in the instruction, such as a changed timeline, budget, or decision, when those details are present in the file.
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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