Prepare proposal drafts without sending them yet
Get the right proposal ready for review while keeping the final send in your hands.
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 a proposal and identifying the signer can interrupt the work of moving a prospect forward.
- Prepare a signing draft without emailing signers immediately.
- Give a teammate a draft to review or claim later.
- Keep proposal preparation separate from the decision to send.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Dropbox Sign once in the Notis portal.
- 2Create an automation for proposal draft preparation.
- 3Tell Notis to create an unclaimed Dropbox Sign draft using the proposal and signer details supplied with the webhook, and leave it unsent for review.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real proposal and verify the draft contents and claim details.
Questions about this workflow
Will the prospect receive an email?
This action creates an unclaimed draft. It does not itself send the signature request to the signer.
What information must the webhook provide?
Supply the proposal document or other required document details and the information needed to identify the intended signer. Confirm the action requirements when 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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