Get the right people into the proposal
Share a proposal file with deal stakeholders when collaboration is needed, without interrupting your sales workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add file member
Why this helps
Manual sharing can delay review or leave the wrong people without access when a proposal is ready.
- Grant file access as part of a deal handoff.
- Include a contextual invitation message.
- Reduce delays waiting for someone to share the proposal manually.
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 proposal sharing.
- 3Tell Notis which proposal file to share, with whom, and what access level to grant.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real proposal and an intended collaborator.
Questions about this workflow
Can it invite someone by email?
The action supports specified members by email or Dropbox ID, along with configurable access and notification controls.
Will this work with every Dropbox app permission type?
The listed endpoint does not support apps with the app folder permission. Confirm the connection has compatible permissions.
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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