Find Dropbox files referenced by an intake request
Resolve a document reference while the intake context is still in front of you.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search File or Folder
Tool to search for files and folders in dropbox. use when you need to find an item by name or content, optionally within a specific path or with other filters, and paginate through results. example: search for 'report.docx' in the '/finance' folder.
Why this helps
A new request can stall while someone manually searches Dropbox for a referenced file.
- Locate relevant files from intake context
- Reduce manual searching
- Keep intake processing moving
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 to search Dropbox using document references supplied by intake.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real intake example with a document reference to test.
Questions about this workflow
Can I limit the search to one folder?
Yes. The search action supports an optional path. Include the Dropbox folder in your instruction.
What if there are several possible matches?
Tell Notis to report the matching options so you can choose the right file.
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.