Collect client documents without chasing attachments
Create a dedicated Dropbox upload link when a client needs to send files, then share the link in the WhatsApp conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Important documents get scattered across chat attachments, email threads, and follow-up messages.
- Keep incoming client files together in a designated Dropbox folder.
- Reduce back-and-forth about where and how to send documents.
- Use a webhook to start intake when your connected system signals a new request.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Dropbox once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction to create a Dropbox file request for client documents and return its link for the WhatsApp reply.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real client intake example.
Questions about this workflow
Does 2chat provide a trigger event for a new WhatsApp message?
No 2chat trigger events are listed here. This workflow starts from a Notis webhook, so an HTTP request must start it.
Can the upload link be sent automatically in WhatsApp?
This package creates a Dropbox file request. A WhatsApp reply is not a listed Dropbox action, so describe the returned link for your connected chat workflow to use.
Can I set a deadline for uploads?
The Dropbox file request action supports an optional deadline. Include one in your instruction when you need it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Dropbox. A trigger fires from one place; an action lands in another.
2chat triggers
Dropbox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Create paper document
Creates a new dropbox paper document at the specified path using html or markdown content.
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.
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.
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.
List folder contents
Retrieves a list of folders, files, and deleted entries from a specified dropbox path.
Move file or folder
Move file or folder
Connect any two apps with Notis in the middle.
2chat and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dropbox.