Send a Dropbox Sign contract when an ActiveTrail lead is ready
Move a qualified lead from email follow-up to a clear signing step without copying details between tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Signature Request
Create and send a signature request by email to the designated signers.
Why this helps
Qualified leads can stall while someone notices the campaign update, finds the right document, and starts the signature request.
- Start a signature request from a webhook you configure in your existing setup.
- Use the recipient and document details available in the incoming data or your instruction.
- Send run reports to a channel where you can follow up.
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 give it a name and prompt.
- 3Describe when a lead is ready and what signature request to send, including where recipient and document details come from.
- 4Choose the notis_webhook trigger and select a report channel.
- 5Test with one real example and confirm the request details before relying on it.
Questions about this workflow
Does ActiveTrail provide a trigger for this workflow?
No ActiveTrail trigger event is listed here. This workflow starts when an HTTP request reaches the Notis webhook.
Where do recipient and document details come from?
Supply the needed details in the webhook request or in your instruction. The workflow cannot assume fields that are not provided.
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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