Send campaign partner agreements in one batch
When a campaign plan is ready, use its ad insights as context and send the supplied template to the partner recipients you identify.
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
Preparing several partner agreements one by one adds avoidable admin when a campaign is ready to move.
- Start a templated bulk send from one workflow.
- Keep campaign research available as background for the request.
- Avoid repeating the same manual send steps for each partner.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to summarize the submitted campaign insights and bulk send your selected template to the supplied recipients.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real campaign, template, and recipient batch.
Questions about this workflow
What does the bulk send action require?
Use a suitable existing Dropbox Sign template and provide the intended recipients. The action supports templated signature requests in bulk.
Will Notis decide who should receive an agreement?
No. Supply the recipient list and chosen template in your instruction or webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Dropbox sign. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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