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Notis

See available Dropbox materials for a new contact

If each contact has a known Dropbox location, ask Notis to list its contents when the contact is created and report what is ready.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

List folder contents

Retrieves a list of folders, files, and deleted entries from a specified dropbox path.

Why this helps

Owners may not know which contact materials are already available without opening and checking a folder themselves.

  • Show available materials as a contact enters the workflow.
  • Reduce manual folder checks.
  • Help owners spot missing expected items when given a checklist.

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 Dropbox path to inspect for a new contact and the contents to report.
  • 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
  • 5Test with one real contact and review the listed contents.

Questions about this workflow

Can it identify which items are missing?

Provide an expected item checklist if you want Notis to compare the folder contents against a baseline.

How does it know the folder path for each contact?

State the folder naming convention in your instruction and ensure it can be derived from details available for the contact.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Create paper document

Creates a new dropbox paper document at the specified path using html or markdown content.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

List folder contents

Retrieves a list of folders, files, and deleted entries from a specified dropbox path.

ActionInstant

Move file or folder

Move file or folder

ActionInstant

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.