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Prepare embedded signing requests for a checked batch

For application based signing at scale, check the signer batch first and prepare embedded requests from your chosen templates.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Bulk create embedded signature request with template

Why this helps

A large embedded signing rollout can consume time when each recipient needs separate preparation and contact checks.

  • Check contacts before preparing the embedded signing batch.
  • Use saved templates across a supplied group of requests.
  • Get bulk job details for follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Abstract and Dropbox Sign once in the Notis portal.
  • 2Create an automation for bulk embedded signing preparation.
  • 3In one instruction, tell Notis to check the supplied signer batch and create an embedded template bulk job for eligible records.
  • 4Pick the webhook trigger and choose a run report destination.
  • 5Test with a small real batch and confirm the job details.

Questions about this workflow

Does the bulk action send email links?

This action creates a bulk job for embedded templated signature requests intended for iFrame signing.

What batch size is supported?

The listed action supports up to 250 embedded signature requests at once.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abstract to Dropbox sign. A trigger fires from one place; an action lands in another.

Abstract triggers

Dropbox sign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Invite User to Team

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add User to Template

ActionInstant

Bulk create embedded signature request with template

ActionInstant

Bulk send with template

ActionInstant

Cancel Signature Request

ActionInstant

Create Dropbox Sign Account

ActionInstant

Create API App

ActionInstant

Create Embedded Signature Request

ActionInstant

Connect any two apps with Notis in the middle.

Abstract and Dropbox sign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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