Prepare embedded signing for a batch
Move a batch of parsed documents into an embedded signing flow for people who sign inside your application.
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
Starting embedded signing one request at a time slows down onboarding or other repeatable document workflows.
- Prepare multiple embedded requests from one intake run.
- Use extracted details to reduce repeated entry.
- Keep incomplete records visible for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to extract the provided batch details and create bulk embedded templated requests for eligible records, reporting missing fields.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real batch and verify the embedded request details in the application flow.
Questions about this workflow
Does this workflow email signers?
The selected action creates bulk embedded templated requests for iFrame signing. It is intended for an application signing flow.
What information must be available?
Supply the template and required signer details. Notis should report missing values rather than infer them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dropbox sign. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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