Make prospect files searchable by campaign
When campaign details arrive, Notis can add a consistent tag to the matching Dropbox item so it is easier to find.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add tag to file or folder
Tags a file or folder; the tag is converted to lowercase.
Why this helps
Prospect files are harder to retrieve when campaign context lives only in a message or spreadsheet name.
- Add campaign context directly to Dropbox items.
- Find related prospect files using tags.
- Reduce reliance on remembering exact filenames.
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, identify the Dropbox item using the webhook details and ask Notis to add the campaign tag.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real campaign and verify the tag on the intended Dropbox item.
Questions about this workflow
How does Notis identify the item to tag?
Provide a file or folder path, or enough identifying information for Notis to find the intended item.
Are tags case sensitive?
Dropbox automatically converts added tags to lowercase.
Can the automation tag several files?
Ask for the specific set of related items in your instruction and provide enough campaign context to identify them.
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
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