Review deal files on a schedule
Set a cadence for Notis to search Dropbox for deal materials your team wants to review, with criteria supplied in your instruction.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Useful deal files can go unnoticed when nobody has time to remember a recurring manual review.
- Create a recurring reminder to review specified deal materials.
- Bring search results into a run report.
- Reduce reliance on memory for routine file checks.
Setup
Build it in a few focused steps.
- 1Connect Dropbox once in the Notis portal, and connect HubSpot if your instruction needs its data.
- 2Create an automation in Automations, then New Automation, and give it a name.
- 3In one instruction, describe the Dropbox search criteria and the report you want Notis to prepare.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real search example and adjust the terms if the results are too broad.
Questions about this workflow
Can Notis know which deals are active?
Only if the needed deal data is available through connected app context or you provide the criteria. Otherwise specify Dropbox search terms or a folder to review.
Can this workflow use HubSpot as the trigger?
This workflow runs on a recurring schedule. For an automation that starts from a deal stage update, choose the HubSpot deal stage trigger instead.
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.