Send the contract after the approval arrives in chat
Once the approval is clear, let Notis handle the handoff from the 2chat conversation to Dropbox Sign.
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
An approval can sit in a conversation while someone still has to remember to prepare and send the contract.
- Make the approval-to-signature step easier to follow through
- Use the contract and signer information supplied with the handoff
- Reduce the delay between approval and sending
Setup
Build it in a few focused steps.
- 1Connect 2chat and Dropbox Sign in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the approval handoff.
- 3Tell Notis to send the named contract for signature when the 2chat approval webhook arrives, using the supplied signer details.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real approved contract and verify the signer list before use.
Questions about this workflow
Can Notis determine whether a chat contains an approval?
The webhook should be called by your chosen approval handoff. The workflow does not subscribe to 2chat events because none are listed here.
Can this workflow create a contract document?
The Dropbox Sign action sends a signature request with documents. Supply the document or its required reference as part of the handoff.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Dropbox sign. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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