Send template contracts to a ready-to-sign cohort
Turn a prepared cohort into one bulk send job using your Dropbox Sign template.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk send with template
Create a bulk job to send template-based signature requests.
Why this helps
Sending the same agreement to many recipients one by one creates repetitive admin and increases the chance of missed follow-up.
- Start a bulk send job for up to 250 templated signature requests.
- Use cohort and recipient details available from the webhook or named in your instruction.
- Review job progress later in Dropbox Sign.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Describe the cohort eligibility rule and the provided template and recipient details to use.
- 4Choose the notis_webhook trigger and select a report channel.
- 5Test with one real example and verify the cohort and template before sending.
Questions about this workflow
How many requests can one bulk job include?
The listed bulk send action supports up to 250 templated signature requests.
Can the workflow infer who belongs in the cohort?
Only if the webhook data or your instruction provides enough information to identify the cohort and recipients.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Dropbox sign. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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