Bring parsed contracts into embedded signing
Prepare an in-app signing request from a contract document and its extracted signer details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Signature Request With Template
Create a template-based signature request for signing within an embedded frame.
Why this helps
Switching between document review and a separate email signing flow can interrupt an otherwise smooth product experience.
- Use extracted contract details in an embedded request.
- Keep signing inside the product experience.
- Reduce repeated setup for in-app contract flows.
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 contract and signer details, then create an embedded signature request using the specified Dropbox Sign template.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contract and verify the request is ready for the intended iFrame flow.
Questions about this workflow
Does this produce an embedded signing URL?
The selected action creates an embedded templated signature request and returns request details including signing URLs.
Can the workflow choose a template automatically?
Name or provide the intended template in the instruction. Do not rely on Notis to guess which template applies.
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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