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File completed audit documents where they belong

When a request identifies a completed document and destination, move the Dropbox file into its archive folder.

Trigger

Webhook received

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

Action

Move file or folder

Move file or folder

Why this helps

Completed audit documents stay mixed with active evidence when no one takes time to file them.

  • Route a specified completed file to a specified destination.
  • Keep active and archived audit materials easier to distinguish.
  • Use an explicit request as the filing instruction.

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Dropbox once in the Notis portal.
  • 2Create an automation named Completed audit file routing.
  • 3Tell Notis to move the Dropbox file at the source path in the request to its stated archive path only when the request marks it ready to file.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real file and verify its new path.

Questions about this workflow

Will it decide on its own that a file is complete?

No. The webhook request must identify the file as ready to file and provide the destination path.

Does this delete the original file?

The move action relocates the file or folder to the specified path.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Dropbox. A trigger fires from one place; an action lands in another.

21risk triggers

Dropbox actions

Recurring trigger

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

TriggerScheduled

Create file request

Tool to create a new file request in dropbox. use when you need to request files from others by generating a unique link for uploads to a specified dropbox folder, optionally with a deadline.

ActionInstant

Webhook trigger

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

TriggerInstant

Create folder

Tool to create a new folder at a specified path in dropbox. use when you need to organize files by creating a new directory. requires the 'files.content.write' scope.

ActionInstant

Create paper document

Creates a new dropbox paper document at the specified path using html or markdown content.

ActionInstant

Delete file or folder

Permanently deletes the file or folder at the specified path in dropbox. use when you need to remove a specific file or folder. requires the `files.content.write` scope.

ActionInstant

Get about me

Tool to get information about the current user's dropbox account. use when you need to retrieve account details like email, name, or account type.

ActionInstant

List files in folder

Tool to list files and folders in a specified dropbox directory. use when you need to see the contents of a folder, including subfolders if recursive is true.

ActionInstant

List folder contents

Retrieves a list of folders, files, and deleted entries from a specified dropbox path.

ActionInstant

Move file or folder

Move file or folder

ActionInstant

Connect any two apps with Notis in the middle.

21risk and Dropbox, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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