Move an accepted proposal to signature
When a prospect is ready, send the supplied proposal or engagement document for signature with fewer steps.
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 accepted proposal can stall when the next action depends on manually preparing a signature request.
- Give an accepted proposal a direct path to signing
- Reuse the supplied document and signer details
- Reduce context switching during client handoff
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 proposal sign-off.
- 3Tell Notis to send the supplied proposal or engagement document for signature when the 2chat handoff webhook arrives.
- 4Choose the webhook trigger and where run reports should go.
- 5Test one real proposal handoff and confirm the document and signer.
Questions about this workflow
Can this workflow draft the proposal?
No. The Dropbox Sign action sends the supplied document for signature.
What starts the automation?
A Notis webhook starts it. Use a deliberate handoff from your 2chat process when the proposal is ready.
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.