Send a signature request when a lead is ready
Move a qualified prospect from lead research to a signature request without rebuilding the handoff by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Signature Request
Create and send a signature request by email to the designated signers.
Why this helps
After researching a promising lead, it is easy to lose momentum while preparing and sending the right agreement.
- Reduce copying contact details into a new signature request.
- Keep prospect follow-up moving after qualification.
- Use a webhook payload to tell Notis which agreement and signer details to use.
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 the outcome in one instruction, including the agreement, signer, and webhook details Notis should use.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified lead and review the signature request.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the qualified prospect details and enough context for Notis to identify the agreement and signer.
Does Aeroleads send a built-in trigger event?
No. This workflow uses a Notis webhook, so your lead handoff must send the HTTP request to Notis.
What does Dropbox Sign do?
It creates and sends a signature request to the specified signer. Confirm the agreement and recipient before enabling the workflow.
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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