Bring related Dropbox files into your prospect review
Have Notis search Dropbox for files related to a scheduled Aeroleads review and surface the results where you work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search File or Folder
Find files and folders by name or content.
Why this helps
Reviewing prospects is slower when the research and prior notes are buried in Dropbox.
- Surface relevant documents alongside recurring prospect research.
- Reduce manual searching across folders.
- Make review context easier to pick up after an interruption.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dropbox once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, describe the scheduled prospect review and ask Notis to search Dropbox for files related to its results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and confirm the reported files match the intended prospects.
Questions about this workflow
What can Dropbox search find?
The action searches for files and folders by name or content, with optional path and other filters.
Can the search stay within one folder?
Yes. Name the Dropbox folder or path to search in your instruction.
Does the action modify any files?
No. Search File or Folder returns matching Dropbox items for Notis to summarize in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dropbox. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox.