Check a signer batch before sending in bulk
Review a batch of contract recipients in one pass, then launch a template based bulk send for the contacts that meet your rules.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk send with template
Why this helps
Preparing many similar signature requests one at a time makes routine contract batches slow and error prone.
- Check a supplied batch before launching the bulk job.
- Use one or more specified templates for repeatable requests.
- Review the returned job status rather than tracking each request manually.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Dropbox Sign once in the Notis portal.
- 2Create an automation for checked bulk contract sends.
- 3In one instruction, tell Notis to validate the supplied batch and start a bulk send with the specified templates for records that meet your checks.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a small real batch and review the resulting job details.
Questions about this workflow
How many requests can a bulk job include?
The listed bulk send action supports up to 250 signature requests at once.
Where does the batch come from?
Provide the batch in the webhook request, with the template and signer information the bulk action needs.
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.
Invite User to Team
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Template
Bulk create embedded signature request with template
Bulk send with template
Cancel Signature Request
Create Dropbox Sign Account
Create API App
Create Embedded Signature Request
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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