Find relevant deal files at the stage change
Help the team find the proposal, notes, or other deal materials when an opportunity moves. Ask Notis to search Dropbox and report matches.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
When a deal advances, the next owner may spend valuable time searching for files before they can act.
- Surface matching Dropbox items at a useful handoff moment.
- Reduce manual file searches.
- Give the team a report of what is available.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dropbox once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a name.
- 3In one instruction, tell Notis what deal identifiers or terms to search for in Dropbox and how to report matching files.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal and check that the search terms return useful matches.
Questions about this workflow
Can Notis guarantee all related files will be found?
No. Search results depend on Dropbox content and the terms available to the automation. Provide a naming convention or search terms if needed.
Can it search only a particular folder?
Include the Dropbox path in your instruction if you want to limit the search to a specific location.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dropbox. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Create paper document
Creates a new dropbox paper document at the specified path using html or markdown content.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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