Collect client onboarding files through Dropbox
Make the upload step straightforward when a new client is ready to onboard.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create file request
Tool to create a new file request in dropbox. use when you need to request files from others by generating a unique link for uploads to a specified dropbox folder, optionally with a deadline.
Why this helps
Important onboarding documents can take several reminders to collect and keep together.
- Give clients one clear upload destination
- Keep onboarding files directed to a folder
- Make document collection easier to initiate
Setup
Build it in a few focused steps.
- 1Connect the apps you need in the Notis portal, including Dropbox.
- 2Create an automation in Automations, then add a name and prompt.
- 3Tell Notis when to create a file request and specify its Dropbox folder and any deadline.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real onboarding example to test the automation.
Questions about this workflow
Will the client receive the request link automatically?
The Dropbox action creates a file request link. Have your onboarding process deliver that link to the client.
Can I include an upload deadline?
Yes. The action supports an optional deadline, which you can specify in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Dropbox. A trigger fires from one place; an action lands in another.
Agent mail triggers
Dropbox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create file request
Tool to create a new file request in dropbox. use when you need to request files from others by generating a unique link for uploads to a specified dropbox folder, optionally with a deadline.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create folder
Tool to create a new folder at a specified path in dropbox. use when you need to organize files by creating a new directory. requires the 'files.content.write' scope.
New Email Received
Trigger for new emails in an AgentMail inbox
Create paper document
Creates a new dropbox paper document at the specified path using html or markdown content.
Delete file or folder
Permanently deletes the file or folder at the specified path in dropbox. use when you need to remove a specific file or folder. requires the `files.content.write` scope.
Get about me
Tool to get information about the current user's dropbox account. use when you need to retrieve account details like email, name, or account type.
List files in folder
Tool to list files and folders in a specified dropbox directory. use when you need to see the contents of a folder, including subfolders if recursive is true.
List folder contents
Retrieves a list of folders, files, and deleted entries from a specified dropbox path.
Move file or folder
Move file or folder
Connect any two apps with Notis in the middle.
Agent mail and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox.