Move vendor onboarding agreements in batches
Prepare vendor agreement requests together and make incomplete onboarding records easier to catch.
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
Vendor onboarding often involves repeating the same document checks and signature setup across many records.
- Cut repetitive setup across vendor agreement batches.
- Use extracted details to validate records before sending.
- Get a review list for incomplete vendor information.
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 analyze the prepared vendor documents, verify required details, and bulk send the specified Dropbox Sign agreement template for eligible records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a small real batch and verify the template, signer details, and results.
Questions about this workflow
Will this create a request for every vendor record?
Instruct Notis to send only records with confirmed required details and report the rest for review.
How many can be included in a bulk job?
The selected bulk send action supports up to 250 templated signature requests at a time.
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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