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Notis

Keep project context with Dropbox files

Make important job details part of the file record so future searches have more context.

Trigger

Webhook received

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

Action

Add file properties

Adds structured custom properties to a file.

Why this helps

Project information can be separated from the documents people need to act on.

  • Keep supplied project context with a file.
  • Make documents more consistent for later review.
  • Reduce repeated lookup of basic job details.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Dropbox once in the Notis portal.
  • 2Create an automation under Automations, New Automation, and name it.
  • 3Tell Notis to add the supplied project details to the identified Dropbox file using the available property template, and report if the template is unavailable.
  • 4Pick the webhook trigger and provide the HTTP request.
  • 5Choose where run reports go and test with one real file.

Questions about this workflow

Does this create a property template?

No. This action adds properties using a filled template. A team template must already be available.

What if a project detail is missing?

Have Notis omit the missing value and report it rather than filling it in.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Acculynx triggers

Dropbox actions

Recurring trigger

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

TriggerScheduled

Create file request

Create a file request so others can upload files to a folder.

ActionInstant

Webhook trigger

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

TriggerInstant

Activate team folder

Reactivates an archived team folder.

ActionInstant

Create folder

Create a folder to organize files.

ActionInstant

Add file member

ActionInstant

Create paper document

Create a Paper document from HTML or Markdown content.

ActionInstant

Add file properties

Adds structured custom properties to a file.

ActionInstant

Delete file or folder

Permanently delete a file or folder and all its contents.

ActionInstant

Add tag to file or folder

Tags a file or folder; the tag is converted to lowercase.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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