Release held opening agreements
Move approved opening paperwork forward at the right moment.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Release Signature Request Hold
Release a held signature request to send it to signers. Use this when a signature request was created from an unclaimed draft with hold_request=true and has been claimed but not yet sent. After releasing, the request will be sent to all designated signers.
Why this helps
Ready agreements wait in a held state after all details are confirmed.
- Reduce launch delays
- Create a clear release checkpoint
- Avoid premature sends
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dropbox Sign once in Notis.
- 2Create an automation named Held opening agreement release.
- 3Tell Notis to release held requests only when the supplied 7shifts readiness conditions are met.
- 4Choose the notis_cron trigger and set the review schedule.
- 5Select a report channel and test with one held request.
Questions about this workflow
What must be available before release?
Provide the claimed signature request ID and the readiness conditions to check.
Does release send the request?
Yes, releasing a held request sends it to the designated signers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Dropbox sign. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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