Bring campaign context into the handoff
Ask Notis to read the Dropbox file identified in a campaign request and report its relevant details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Read a file
Download a file.
Why this helps
A campaign brief is difficult to act on when its source document lives elsewhere.
- Bring source material into the same workflow.
- Reduce manual opening and scanning of documents.
- Keep the campaign handoff grounded in its reference.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Dropbox once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to read the Dropbox file identified in the webhook and extract the information needed for the handoff.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real campaign reference file.
Questions about this workflow
Which files can it read?
The Dropbox read action downloads a file at a specified path and requires the connected account to have access.
Will it edit the source document?
No. This workflow reads the file and uses its contents in the Notis run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Dropbox. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Dropbox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create file request
Create a file request so others can upload files to a folder.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate team folder
Reactivates an archived team folder.
Create folder
Create a folder to organize files.
Add file member
Create paper document
Create a Paper document from HTML or Markdown content.
Add file properties
Adds structured custom properties to a file.
Delete file or folder
Permanently delete a file or folder and all its contents.
Add tag to file or folder
Tags a file or folder; the tag is converted to lowercase.
Connect any two apps with Notis in the middle.
ActiveTrail and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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