Surface useful documents for new contacts
If a contact may already have related material, ask Notis to search Dropbox when they are added and report what it finds.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Teams can miss useful prior documents when contact records and file storage are maintained in separate places.
- Check for relevant material at contact creation.
- Reduce duplicate searching across tools.
- Give the owner useful matches to review.
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 which available contact details to search for in Dropbox and how to summarize matching results.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and review whether the search terms find relevant files.
Questions about this workflow
What if the contact has no matching documents?
Ask Notis to report clearly when no matching Dropbox results are found.
Can the search use a company or email address?
Tell Notis which available contact details to use. Search results depend on how documents are named or indexed in Dropbox.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox.