Find contact documents after a Salesforce update
When a contact changes, search Dropbox for related materials using the updated context Salesforce provides.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
Important contact updates often call for a document check, but manual searches are easy to defer.
- Search by changed contact context while it is fresh.
- Reduce the chance of overlooking related documents.
- Keep contact follow-up focused.
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 how to search Dropbox using the changed contact details returned by Salesforce.
- 4Pick the Salesforce Contact Updated trigger and choose where run reports should go.
- 5Test with one real contact change and review the search results.
Questions about this workflow
Will this find every file related to a contact?
Search results depend on Dropbox content, the search terms, and any path or filters you specify. Test and refine your instruction.
What contact information is available?
The trigger emits changed fields alongside relevant timestamps. Do not expect fields beyond those returned by the event.
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.