Send templated agreements to an affiliate cohort
Prepare a cohort of approved partners in one batch and let Dropbox Sign create the individual requests.
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 a large group one partner at a time creates avoidable admin and missed follow-ups.
- Start one bulk send job for as many as 250 requests.
- Use a template-based workflow for consistent agreements.
- Reduce repetitive contract setup for a partner cohort.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dropbox Sign once in the Notis portal.
- 2Create an automation and describe the cohort and agreement outcome.
- 3Pick the webhook trigger and provide the template and recipient details for the batch.
- 4Choose where run reports go, then test with one real cohort example.
Questions about this workflow
How many requests can this create at once?
The listed Dropbox Sign action supports up to 250 templated signature requests in a bulk send job.
Does this use a template?
Yes. This workflow uses the bulk send with template action; provide the appropriate template and recipient information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dropbox sign. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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