Prepare invoice approvals for embedded signing
Give an invoice approval document a clear path into your in-product signing workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Signature Request
Create a signature request for signing within an embedded frame.
Why this helps
Invoice approvals can slow down when document details and signature setup require separate manual steps.
- Use extracted invoice context when preparing a signing request.
- Keep the approval signature flow inside your application.
- Flag missing approval details before creating the request.
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 invoice details and prepare an embedded signature request from the supplied approval document for the specified signer.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real approval document and confirm the signer and request details.
Questions about this workflow
Does this workflow approve or pay the invoice?
No. It creates an embedded signature request for an approval document; it does not process payment.
What if an invoice has no approval document?
Supply the document to be signed and the intended signer. The workflow should report missing inputs rather than create an unsupported request.
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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