Request missing files after Typeform intake
Keep onboarding moving by sending one clear upload request when documents are missing.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Document gaps discovered during intake often require a separate follow-up that gets forgotten.
- Creates a direct upload path
- Reduces back-and-forth messages
- Keeps requested files tied to the intake
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dropbox in Notis once.
- 2Create an automation named Missing File Request.
- 3Tell Notis to create a Dropbox file request for the documents the response says are missing, using the relevant client folder.
- 4Pick the Typeform New Form Response trigger and choose where reports go.
- 5Test with one intake that lists missing documents.
Questions about this workflow
Can the request have a deadline?
Yes. Include the deadline in your instruction when creating the file request.
Can Notis decide which files are missing?
Yes, if the response clearly states the required and missing documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Dropbox. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
Create paper document
Creates a new dropbox paper document at the specified path using html or markdown content.
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.
Typeform 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.