Prepare a signing draft for someone else to claim
Turn a document handoff event into a draft that can be finalized later through its claim URL.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Unclaimed Draft
Create a draft that someone else can claim later through a unique link.
Why this helps
A request is ready to prepare, but the person who must finalize it is not ready to send it yet.
- Prepare a draft for later claiming instead of immediately sending a signature request.
- Use document and request details provided with the webhook.
- Make handoffs easier when another person must finalize the request.
Setup
Build it in a few focused steps.
- 1Connect Ably and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to create an unclaimed draft from the supplied request details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example sent by an external service to the Notis webhook.
Questions about this workflow
Does creating the draft send it to signers?
The action creates an unclaimed draft that can be claimed via a unique URL. It is intended for a request that will be finalized later.
What starts this workflow?
A Notis webhook starts it. An external service must send the request when it handles the relevant Ably event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Dropbox sign. A trigger fires from one place; an action lands in another.
Ably 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
Invite a user to join your team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Template
Grant an account access to a template.
Bulk create embedded signature request with template
Create a bulk job for embedded template-based signature requests.
Bulk send with template
Create a bulk job to send template-based signature requests.
Cancel Signature Request
Cancel a pending signature request asynchronously; once canceled, it cannot be restored.
Create Dropbox Sign Account
Create a new account associated with an email address.
Create API App
Register a new API app for integration.
Create Embedded Signature Request
Create a signature request for signing within an embedded frame.
Connect any two apps with Notis in the middle.
Ably and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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