Keep completed task context with your sales files
Use a completed Salesforce task as the cue to save a recap in Dropbox, when the event includes enough information to write one.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Upload File
Uploads a file to a specified path in the user's dropbox, with options for handling existing files.
Why this helps
Useful task outcomes can disappear into Salesforce activity history before teammates see or reuse them.
- Preserve completed task context as a Dropbox file.
- Make selected activity details easier to retrieve and share.
- Reduce manual copying after a task is done.
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 recap Notis should write from available task details and the Dropbox path for the file.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real completed task and check the uploaded file.
Questions about this workflow
Does the trigger only run on completion?
It can trigger when a Task is created or when its status changes to Completed. The event supports optional filtering by task Status or Subject, but users do not build filters in the Notis setup flow.
What if the event does not contain task notes?
The recap can only include details returned by Salesforce or context you provide. Test with a real task to confirm the available information is sufficient.
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
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No card. Works with personal or business Dropbox.