Request the documents needed for the next deal stage
When the next phase needs client materials, let Notis prepare a Dropbox upload request right when the deal changes stage.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Document requests are easy to delay during a handoff, slowing down work that depends on client materials.
- Prepare a document collection link at a stage transition.
- Make the next request easier to follow through on.
- Keep uploads directed to the folder you specify.
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, ask Notis to create a Dropbox file request for the required documents and specify its destination folder and any deadline.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage change and check the request link and destination.
Questions about this workflow
Can the file request include a deadline?
Yes. Include the deadline you want in your instruction when asking Notis to create the request.
Does this send the request link to the client?
The listed action creates a Dropbox file request and link. Include your intended next step in the instruction, but this action does not send email.
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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No card. Works with personal or business Dropbox.