Prepare an approval draft for in-app review
Give clients a focused place to review and finalize campaign approval paperwork.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Template Draft
Create a template draft for editing in an embedded frame.
Why this helps
Teams may need to prepare a signature document for a client to review before they send it to signers.
- Create an embedded template draft for editing in an iframe.
- Start the draft from a campaign review handoff.
- Keep final edits with the person responsible for the client approval document.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for embedded approval drafts.
- 3Describe that a campaign review webhook should create an embedded template draft using the supplied template context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real campaign review and verify the draft is available for editing.
Questions about this workflow
Does creating the draft send it to signers?
No. This action creates an embedded template draft for editing; it does not send a signature request.
What template should it use?
Supply the template details through your workflow. Dropbox Sign's listed action creates the draft from template context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Dropbox sign. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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