Put each proposal where your team can find it
Move proposal files into Dropbox as part of the sales handoff, without stopping to upload them manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload File
Upload a file.
Why this helps
A finished proposal can sit on someone's desktop while the rest of the team looks for the latest version.
- Keep generated proposal files in a known Dropbox location.
- Reduce manual file handling during sales handoffs.
- Make the current proposal easier for teammates to locate.
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 filing.
- 3Tell Notis to upload the proposal file associated with the incoming sales process to Dropbox.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real proposal file and verify its Dropbox destination.
Questions about this workflow
Does this create a proposal from Agile CRM?
No. The workflow uploads a file that is available to the automation; proposal generation is not part of the listed Dropbox action.
Can it handle an existing filename?
The Upload File action offers options for handling an existing file. Specify the desired outcome in the instruction where supported.
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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