Release a claimed request when your process says it is ready
Move a held request forward after the claim step is complete and your readiness condition is met.
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 claimed request can remain held if nobody notices that it is ready to go out to signers.
- Release a held request to its designated signers after the required condition is met.
- Use a webhook signal from your existing ActiveTrail process.
- Keep the readiness check explicit in the instruction.
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 add a name and prompt.
- 3Describe the readiness condition and how the held request identifier will be provided.
- 4Choose the notis_webhook trigger and a report channel.
- 5Test with one real example and verify the request is claimed and intended for release.
Questions about this workflow
What does releasing the hold do?
It sends the held signature request to all designated signers.
What must be true before the automation releases it?
Your instruction should require confirmation that the draft was claimed, the request identifier is correct, and it is ready to send.
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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