Route deal files to the next stage folder
When a deal advances, ask Notis to move its materials to the Dropbox location used for the next phase, based on the routing rule you specify.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Move file or folder
Move file or folder
Why this helps
Deal files can remain in old locations after a stage transition, making it harder for the next owner to find current materials.
- Move specified files or folders at a stage transition.
- Keep materials aligned with the team's folder conventions.
- Reduce manual cleanup after a deal advances.
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, specify the source and destination Dropbox paths and the stage change that should route materials.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real stage update and confirm the intended item moved to the right path.
Questions about this workflow
Will this move every file associated with the deal?
Specify the file or folder identification rule in your instruction. The workflow should only move items that can be identified from available information.
Can the destination depend on the new stage?
Describe the routing rule and destination paths in your instruction. Verify the mapping with a real example.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox.