Tag Dropbox files for Affinity deals
Make related deal files easier to find by tagging them with a consistent label in Dropbox.
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
Documents connected to the same opportunity can be hard to group when they live in different folders.
- Group related documents with a searchable label.
- Use a consistent tag across deal materials.
- Make later retrieval easier.
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, ask Notis to identify relevant Dropbox files for a specified Affinity deal and apply a named tag.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real deal and verify the tagged files.
Questions about this workflow
Can I choose the tag?
Yes. Specify the exact tag in your instruction; Dropbox converts tags to lowercase.
Can this tag every file in a folder automatically?
Describe the folder and matching rules. Review the first run to make sure the selected files are appropriate.
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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