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Send a claimed contract when approval is complete

Keep the review step explicit, then release the held request when the deal handoff says it is ready.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Release Signature Request Hold

Release a held signature request and send it to all designated signers.

Why this helps

A contract that has passed review can remain held because the release step is easy to miss.

  • Make the final release step visible in the deal process.
  • Avoid sending a held request before the approval handoff.
  • Reduce missed sends after a draft has been claimed.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Dropbox Sign once in the Notis portal.
  • 2Create an automation for approved request release.
  • 3Tell Notis to release the held Dropbox Sign request identified in the webhook only when the supplied deal context confirms approval and the request has been claimed.
  • 4Choose the webhook trigger and a channel for run reports.
  • 5Test with one real held request and verify the request identifier and approval condition.

Questions about this workflow

Will this work on any signature request?

No. This action is for a held request created from an unclaimed draft that has been claimed but not yet sent.

Does releasing send emails to signers?

Yes. Releasing the held request sends it to the designated signers, so test the approval handoff and request identity carefully.

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.

TriggerScheduled

Invite User to Team

Invite a user to join your team.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add User to Template

Grant an account access to a template.

ActionInstant

Bulk create embedded signature request with template

Create a bulk job for embedded template-based signature requests.

ActionInstant

Bulk send with template

Create a bulk job to send template-based signature requests.

ActionInstant

Cancel Signature Request

Cancel a pending signature request asynchronously; once canceled, it cannot be restored.

ActionInstant

Create Dropbox Sign Account

Create a new account associated with an email address.

ActionInstant

Create API App

Register a new API app for integration.

ActionInstant

Create Embedded Signature Request

Create a signature request for signing within an embedded frame.

ActionInstant

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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