Create embedded signature requests in a batch
Prepare embedded template requests for a group of jobs in one operation, ready for the application's iFrame signing flow.
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
Create a bulk job for embedded template-based signature requests.
Why this helps
Creating embedded requests one at a time makes a batch of similar job agreements harder to coordinate.
- Create up to 250 embedded templated requests in one bulk job.
- Reduce repetitive setup for batches of similar agreements.
- Use the application's embedded signing experience for the prepared requests.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the embedded batch flow.
- 3Tell Notis to create embedded template requests for the supplied eligible jobs and report incomplete records before submission.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real batch and verify the embedded signing application flow.
Questions about this workflow
Can this process any arbitrary document?
This action is for embedded templated signature requests. Supply an appropriate template and the request details.
How large can the batch be?
The action supports up to 250 embedded templated requests in one bulk job.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Dropbox sign. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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