Start embedded signing for job documents
When your signing experience lives in an app, start the embedded request from a job event supplied through a webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Signature Request
Create a signature request for signing within an embedded frame.
Why this helps
Preparing an embedded request by hand can interrupt the flow between updating a job and collecting a signature.
- Start an embedded request from a webhook event.
- Keep document signing in the application experience that uses the signing flow.
- Avoid initiating an email-link request when embedded signing is intended.
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 signing flow.
- 3Tell Notis to create an embedded request from supplied document and signer details, reporting any missing information.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real job document and the application flow that will host signing.
Questions about this workflow
Does this send email signing links?
This action creates an embedded signature request for signing within an application, rather than a standard email-link request.
Does the workflow build the host application?
No. The application hosting the iFrame must already exist, and the webhook sender must supply the request details.
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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