Send a batch of standardized agreements
Process a prepared batch in one run and let Dropbox Sign handle templated signature requests at scale.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk send with template
Create a bulk job to send template-based signature requests.
Why this helps
Preparing repetitive agreements one at a time consumes time and makes batch follow-up harder.
- Reduce repetitive setup for batches of up to 250 requests.
- Use parsed document details to identify eligible records.
- Receive a report of processed items and records needing review.
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 process the prepared batch with Affinda, verify required signer details, and bulk send eligible records using the specified Dropbox Sign template.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real batch and verify the intended template and recipients before scaling up.
Questions about this workflow
Does this create requests for every record in the batch?
Instruct Notis to send only records with the required information and report incomplete records for review.
How many requests can one bulk send job include?
The listed Dropbox Sign action supports up to 250 templated signature requests per job.
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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