Move client onboarding agreements from chat to signing
Give a new client a straightforward next step by sending the onboarding agreement after the chat handoff.
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
Onboarding paperwork often gets delayed while someone switches tools and re-enters client details.
- Reduce the gap between onboarding discussion and paperwork
- Send the supplied agreement to the intended signer
- Keep the handoff simple and repeatable
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 onboarding agreements.
- 3Tell Notis to send the supplied onboarding agreement for signature when the onboarding webhook handoff arrives.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real onboarding case and verify the agreement and recipient.
Questions about this workflow
Can the workflow create an onboarding agreement from chat?
The action sends documents for signature. Supply the agreement document and signer details with the handoff.
Can it start from a specific 2chat event?
No 2chat trigger events are listed. A Notis webhook must start the automation.
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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No card. Works with personal or business Dropbox sign.