Save client email files to Dropbox
Give every client file a clear home as soon as it arrives.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Upload File
Uploads a file to a specified path in the user's dropbox, with options for handling existing files.
Why this helps
Client documents sit in inboxes while projects wait for someone to file them.
- Shortens intake time
- Keeps client records together
- Makes handoffs easier
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dropbox once in the Notis portal.
- 2Create an automation describing which client messages and attachments to upload.
- 3Pick New Outlook Message as the trigger.
- 4Choose where run reports go and test with one real client email.
Questions about this workflow
What if the client folder does not exist yet?
Create the folder first or pair this workflow with a folder creation workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Dropbox. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create paper document
Creates a new dropbox paper document at the specified path using html or markdown content.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook 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.