Start account onboarding with a Dropbox file request
When a Salesforce account is created, prepare a place for onboarding documents to arrive in Dropbox.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Account onboarding slows down when the file request and upload location are set up after the kickoff.
- Prepare document collection as part of account creation.
- Reduce forgotten setup work during onboarding.
- Give the team an upload link to share when appropriate.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dropbox once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe the upload folder and any optional deadline for the Dropbox file request.
- 4Pick the Salesforce Account Created or Updated trigger and choose where run reports should go.
- 5Test with one real account creation and verify the request details.
Questions about this workflow
Does this event run only for newly created accounts?
It triggers when an Account is created or updated. The event uses LastModifiedDate to capture both cases.
Can the request have a deadline?
Yes. Dropbox Create file request supports an optional deadline. Include it in your instruction if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dropbox. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create paper document
Creates a new dropbox paper document at the specified path using html or markdown content.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
List folder contents
Retrieves a list of folders, files, and deleted entries from a specified dropbox path.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Move file or folder
Move file or folder
Connect any two apps with Notis in the middle.
Salesforce and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox.