Bring a stored source document into your review
Use the Dropbox path included in a document request to retrieve the file for a focused review.
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
Finding and opening the source document separately can break the flow of reviewing a processing result.
- Retrieve the source using a known Dropbox path.
- Keep review work tied to the incoming request.
- Reduce app switching when checking a document.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dropbox once in the Notis portal.
- 2Create an automation for retrieving source documents.
- 3Tell Notis to read the Dropbox file at the path supplied with the request and report its available contents alongside the case reference.
- 4Choose a Notis webhook trigger and where run reports should go.
- 5Test with one real Dropbox path and confirm the retrieved file is correct.
Questions about this workflow
Does this workflow search for the file if the path is unknown?
No. It reads a file from a specified Dropbox path. Use the Dropbox search action when you need to find a file first.
What permissions are needed?
The Dropbox read action requires the files.content.read scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dropbox. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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