Send new client agreements for signature
Turn a completed client intake into a signature request without opening another tool.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Signature Request
Tool to create and send a new signature request with documents. Use when you need to send documents for electronic signature. The action sends emails to all specified signers with links to view and sign the documents. Supports multiple signers, CC recipients, custom fields, form fields, and various signing options. Documents can be uploaded directly or provided via publicly accessible URLs.
Why this helps
Agreements sit in drafts while client details and follow-ups get scattered across tabs.
- Reduce time from intake to signature
- Keep signer instructions consistent
- Create a clear run report for follow-up
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dropbox Sign in Notis once.
- 2Create an automation named New client agreement.
- 3Tell Notis to send the prepared agreement to the signers in the incoming request and summarize the request details.
- 4Choose notis_webhook as the trigger and provide its endpoint to your intake flow.
- 5Choose a report channel and test with one real agreement payload.
Questions about this workflow
Can this send to multiple signers?
Yes. Ask Notis to include every signer and signing order present in the webhook request.
What if a document is missing?
The run report will identify the missing input so you can add it before retrying.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Dropbox sign. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite User to Team
Tool to invite a user to your Team. Use when you need to add a member by email or account ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Template
Tool to grant a specified account access to a template. Use when you need to share a template with another user after confirming template and account identifiers.
Bulk create embedded signature request with template
Tool to create a BulkSendJob for embedded templated signature requests. Use when you need to send up to 250 embedded signature requests at once via one or more templates for iFrame signing.
Bulk send with template
Tool to create a BulkSendJob for templated signature requests. Use when you need to send up to 250 signature requests at once via one or more templates.
Cancel Signature Request
Cancels an incomplete signature request. Use when you need to cancel a pending signature request that has not been completed. The operation is asynchronous and not reversible - once canceled, the signature request cannot be restored.
Create Dropbox Sign Account
Tool to create a new Dropbox Sign account associated with a specified email address. Use when you need to programmatically register new users in the Dropbox Sign platform.
Create API App
Tool to create a new Dropbox Sign API App. Use when you need to register a new application for API integration. The app will have a client_id for authentication and can be configured with OAuth, callbacks, and white labeling.
Create Embedded Signature Request
Tool to create an embedded signature request for signing in an iFrame. Use when you need to initiate a signature request that will be signed within your application rather than via email links.
Connect any two apps with Notis in the middle.
0CodeKit and Dropbox sign, 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 sign.