Make document collection easier to start
When a customer needs to provide files, prepare a Dropbox upload request for your next reply.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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
Collecting customer documents takes extra steps and can stall follow-up.
- Prepare a dedicated upload destination
- Reduce friction in document collection
- Keep the collection task tied to its conversation
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Dropbox once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Dropbox file request when a customer says they need to provide documents, and use a suitable folder and deadline if supplied.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real message asking how to send documents.
Questions about this workflow
Does this send the file request link to the customer?
No. The Dropbox action creates the file request. You can review and share its link in your next WhatsApp reply.
Can I set a deadline?
The Dropbox action supports an optional deadline. Supply a deadline rule in your prompt if you want one; otherwise leave it unspecified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Dropbox. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Create paper document
Creates a new dropbox paper document at the specified path using html or markdown content.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp 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.