Prepare embedded signing for a batch of deals
Handle a prepared group of similar agreements through one bulk job instead of repeating the same setup for each recipient.
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
Repeatedly starting similar embedded requests can consume time when many deals need the same signing flow.
- Create one bulk job for multiple embedded requests.
- Reduce repetitive setup for similar signing flows.
- Keep each request tied to the supplied recipient details.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Dropbox Sign once in the Notis portal.
- 2Create an automation for bulk embedded signing.
- 3Tell Notis to create a bulk embedded template signature job using the prepared recipient batch and template details supplied with the webhook.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with a small real batch and confirm each recipient and template before expanding.
Questions about this workflow
How many requests can one bulk job include?
The action supports up to 250 embedded templated signature requests.
What must be prepared before the webhook runs?
Provide the template and recipient details required for the bulk request. Confirm the batch carefully during testing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Dropbox sign. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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