Collect onboarding documents from new HubSpot contacts
A new contact can kick off document collection. Ask Notis to create a Dropbox upload link and report it where you work.
Trigger
Contact Created Trigger
Contact Created Trigger
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
New clients often need to send several documents, and creating a request link manually adds another follow-up to remember.
- Start document collection as soon as a contact is created.
- Give each contact an upload link without switching between apps.
- Reduce manual onboarding follow-up.
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 to create a Dropbox file request for onboarding documents when a new HubSpot contact is created.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real new contact and check the Dropbox request link.
Questions about this workflow
Can Notis create a separate file request for each new contact?
Yes. In your instruction, ask Notis to create a Dropbox file request for each contact and specify the destination folder or naming approach you want.
Does HubSpot provide a Dropbox destination folder?
Not from the trigger details provided here. Include the folder path you want Notis to use in your instruction.
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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