Collect client documents in Dropbox from AgencyZoom follow-ups
Start a file request from an AgencyZoom follow-up and give clients one clear place to upload what is missing.
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
Document requests get buried in follow-up work, leaving clients unsure where to send files and teams unsure what is still outstanding.
- Give clients a dedicated upload link for requested documents.
- Reduce repeated follow-up about where to send files.
- Keep the upload destination tied to the relevant client or policy.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Dropbox once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Dropbox file request for the relevant client documents, using the client or policy context available in AgencyZoom.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client follow-up and confirm the request destination and deadline.
Questions about this workflow
Can this run when a client record changes in AgencyZoom?
AgencyZoom triggers are not listed for this package. Start it with a Notis webhook request, and include enough context for Notis to identify the client and document request.
Can the request include a deadline?
Yes. Include the deadline in the instruction or webhook context when one is known.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dropbox. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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