Prepare embedded signing for a prospect batch
Create the embedded template requests together, so your application can continue the signing flow for each prospect.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk create embedded signature request with template
Create a bulk job for embedded template-based signature requests.
Why this helps
Preparing in-app signing requests individually slows down onboarding when many qualified prospects need the same documents.
- Prepare embedded template requests in one bulk job.
- Support an in-app signing flow for a prospect batch.
- Reduce repeated setup for similar prospect agreements.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which prospects to include, which templates to use, and that the requests should be for embedded signing in one instruction.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect and confirm the embedded request details before expanding the batch.
Questions about this workflow
Does this send prospects an email signing link?
This action creates embedded templated signature requests for iFrame signing. It is intended for signing within your application.
How many requests can the bulk job include?
The action supports up to 250 embedded template signature requests per job.
What does the application need to continue the signing flow?
Use the signature request details returned by Dropbox Sign. If you need a signing URL, the separate Get Embedded Sign URL action can retrieve one after creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dropbox sign. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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