Prepare credential paperwork for someone else to claim
Capture the agreement details now and leave the final claim and send step with the person responsible.
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
Preparing paperwork and sending it are often separated by a handoff that gets lost in busy inboxes.
- Prepare a draft without immediately sending a signature request.
- Give a responsible person a claim URL to finalize the workflow.
- Keep the preparation step connected to its credential event.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Dropbox Sign once in the Notis portal.
- 2Create an automation that makes an unclaimed Dropbox Sign draft for the specified credential event received by a Notis webhook.
- 3Describe the document and signer details to include, and provide them in the webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real event and confirm the draft details and claim URL.
Questions about this workflow
Does creating an unclaimed draft send it to signers?
No. It creates a draft that can be claimed through a unique URL; a later workflow step is needed to finalize or send it.
Can the person claiming it be assumed?
No. The owner or recipient of the claim URL must be clear from the supplied workflow context.
What starts the workflow?
An HTTP request to the Notis webhook starts it. Accredible has no listed trigger events in this package.
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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