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Bring relevant Dropbox content into customer follow-up

Read the matching document when a customer asks about material you already keep in Dropbox.

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

Read a file

Downloads a file from the specified dropbox path, requiring `files.content.read` scope.

Why this helps

Opening and searching documents manually adds friction to answering customer questions.

  • Bring relevant document content into the run report
  • Reduce context switching during follow-up
  • Use existing material to inform customer support

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 how to identify the relevant Dropbox file from the message and to summarize only content useful for follow-up.
  • 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
  • 5Test with one real message that refers to a known Dropbox file.

Questions about this workflow

Does this send a response to WhatsApp?

No. The workflow reads a Dropbox file and reports useful content for you to use in a reply.

What if several files could match?

Instruct Notis to report likely matches for review or provide a clear naming convention to use in the prompt.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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

TriggerPolling

Create paper document

Creates a new dropbox paper document at the specified path using html or markdown content.

ActionInstant

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.

TriggerInstant

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.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

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.

ActionInstant

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.

TriggerInstant

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.

ActionInstant

List folder contents

Retrieves a list of folders, files, and deleted entries from a specified dropbox path.

ActionInstant

Move file or folder

Move file or folder

ActionInstant

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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox.