Send one approved template to a prospect group
Move a reviewed batch into a single bulk send job, with the right template and recipient details ready for Dropbox Sign.
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 group one prospect at a time turns a clear sales process into a queue of repetitive tasks.
- Start one bulk send job for a prospect batch.
- Avoid recreating the same template request for each recipient.
- Keep the batch review and handoff explicit in the webhook payload.
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 reviewed prospects to include and which Dropbox Sign template to use in one instruction.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a small real batch and verify the recipients and template before using a larger group.
Questions about this workflow
How many requests can a bulk send include?
The Dropbox Sign bulk template action supports up to 250 signature requests per job.
Does Aeroleads provide a batch trigger?
No built-in Aeroleads trigger is listed. Send the reviewed prospect batch to the Notis webhook to start this workflow.
What should I check before sending?
Review the selected template and recipient information. The action creates a bulk send job for signature requests.
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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