Collect lead documents without chasing attachments
Give each lead a simple Dropbox upload link and keep document collection moving from your Agile CRM process.
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 email threads, leaving founders to remember who still owes which files.
- Create a dedicated upload link when your lead process calls for documents.
- Reduce attachment back-and-forth and manual follow-up.
- Keep a clear path for incoming lead materials.
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 give it a clear name.
- 3Tell Notis to create a Dropbox file request for the documents an Agile CRM lead needs to provide.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real lead scenario and share the resulting upload link.
Questions about this workflow
Does Agile CRM provide the trigger for this workflow?
No. Agile CRM has no listed trigger events here, so this workflow starts from a Notis webhook that an HTTP request can invoke.
Can the file request have a deadline?
The Dropbox action supports an optional deadline. Include the deadline in your instruction when one is known.
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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No card. Works with personal or business Dropbox.