Clear out a confirmed obsolete deal file
Remove a specifically identified duplicate or superseded deal document once your process has confirmed it should go.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete file or folder
Permanently delete a file or folder and all its contents.
Why this helps
Old drafts remain alongside current documents, creating uncertainty about which file is safe to use.
- Remove a named obsolete file from its Dropbox path.
- Reduce confusion among superseded deal documents.
- Tie cleanup to a clear sales process decision.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dropbox once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for obsolete file cleanup.
- 3Tell Notis to delete only the specifically identified obsolete file after the webhook confirms the cleanup decision.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one safe real example and verify the intended path before using on important files.
Questions about this workflow
Does deleting a Dropbox folder remove its contents too?
The listed action permanently deletes a file or folder at the specified path. Use this workflow only for a specifically confirmed item.
Can this be scheduled?
This is designed for a webhook that carries an explicit cleanup decision, since deleting the wrong item could remove needed sales records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dropbox. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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