Start embedded signing from a credential event
Keep the signer in your app by turning a credential event into a templated embedded signing request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Signature Request With Template
Create a template-based signature request for signing within an embedded frame.
Why this helps
A handoff to an emailed signing link can interrupt a workflow that is meant to stay inside your product.
- Start a templated embedded signature request from a webhook.
- Reduce manual steps when credential paperwork is part of an in-app workflow.
- Use Dropbox Sign's returned request details and signing URLs in the connected experience.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Dropbox Sign once in the Notis portal.
- 2Create an automation that starts an embedded template request for the relevant Accredible event received by a Notis webhook.
- 3Describe the existing template and signer details to use, and include required information in the webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real event and review the returned request details.
Questions about this workflow
Does this workflow create an embedded request from a template?
Yes. It uses Dropbox Sign's Create Embedded Signature Request With Template action.
Does the workflow create the template for me?
No. This action uses a pre-existing template. Choose the template and provide its identifier and signer details in the instructions or request data.
Can the signing URL be reused indefinitely?
No. Dropbox Sign signing URLs are temporary and can expire after 60 minutes or first access. Use the returned request details as appropriate for your application.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Dropbox sign. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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