Prepare generated contracts for review before sending
Keep a generated agreement ready to claim when a founder or teammate is prepared to complete the signature workflow.
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
You need the document ready, but the person who should finalize it is not ready to send it to signers yet.
- Prepare a signature draft without immediately emailing signers.
- Give a teammate a claim URL to finalize the document workflow.
- Reduce the chance of sending an agreement before review is complete.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dropbox Sign once in Notis.
- 2Create an automation and describe that a completed ActiveMerge document should become an unclaimed Dropbox Sign draft for later review.
- 3Choose the Notis webhook trigger and arrange for ActiveMerge or its connected backend to send the document and required request details.
- 4Choose where Notis should send run reports.
- 5Test with one real document and confirm the draft is available to claim.
Questions about this workflow
Does creating an unclaimed draft send the contract to signers?
This action creates an unclaimed draft that can be claimed through a unique URL; it does not itself describe sending the request to signers.
What starts this workflow?
A Notis webhook starts it when ActiveMerge or a connected backend sends an HTTP request with the document and request details.
Can the draft be edited later?
Dropbox Sign also provides an Edit and Resend Unclaimed Draft action, but this workflow only creates the draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dropbox sign. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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