Prepare a contract draft for someone else to finalize
Get the document and signer details into a claimable draft while keeping finalization in a person's 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 contract requests can take time even when someone else must review or send them.
- Prepare a draft when your webhook indicates a contract needs attention.
- Give a teammate a draft to claim and finalize later.
- Keep the draft workflow distinct from sending a signature request.
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, with a name and prompt.
- 3Describe the ActiveTrail condition and which provided document and signer details to use for an unclaimed draft.
- 4Choose the notis_webhook trigger and a report channel.
- 5Test with one real example and review the draft details and claim URL.
Questions about this workflow
Does creating the draft send it to signers?
The listed action creates an unclaimed draft that can be claimed via a unique URL. It is for preparation and later finalization.
What information must the webhook include?
Include the information needed to identify the document and intended signer, or specify a reliable source in your instruction.
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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