Request missing deal files with Dropbox
When a deal needs more documentation, create a ready-to-share upload request for its Dropbox folder.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create file request
Create a file request so others can upload files to a folder.
Why this helps
Following up for missing files often means writing another message and figuring out where the files should go.
- Create a focused upload destination for requested materials.
- Reduce back-and-forth about where to send files.
- Optionally include a deadline in the file request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dropbox once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, identify the Affinity deal, name the missing documents, and request a Dropbox file request for a specified folder, with a deadline if needed.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real deal and check the generated request details.
Questions about this workflow
Can I set a deadline?
Yes. Include the requested deadline in your instruction.
Will Notis send the request to someone automatically?
The listed action creates a file request and upload link. Specify how you want the link handled; no separate messaging action is listed here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dropbox. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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