Review contract drafts before they go out
Batch the first pass on prospect agreements, then review and claim each draft when it is ready to send.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Unclaimed Draft
Create a draft that someone else can claim later through a unique link.
Why this helps
Manually preparing a separate agreement for every promising prospect creates repetitive work and makes follow-up easy to overlook.
- Collect draft preparation into a predictable review routine.
- Keep sending under human control by using unclaimed drafts.
- Reduce repetitive preparation for prospects selected from Aeroleads.
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 recent prospects qualify and what information the draft should use in one instruction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect and review the draft before claiming or sending it.
Questions about this workflow
Does this automation send the contract to the prospect?
No. It creates an unclaimed draft that can be claimed and finalized later. Review the draft before sending.
How does Notis know which prospects to consider?
Describe the prospect criteria in the instruction. Any needed selection field or historical baseline must be available from Aeroleads or supplied by you.
Can I choose how often it runs?
Yes. Select a recurring schedule when creating the automation.
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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