Prepare a claimable contract draft
Get a contract into a reviewable signing draft while leaving the final send decision with the right person.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Unclaimed Draft
Create a draft that someone else can claim later through a unique link.
Why this helps
A contract can stall when the person preparing it is not the person authorized to finalize the send.
- Turn extracted contract details into a draft for later claiming.
- Keep finalization with the reviewer who owns the send decision.
- Reduce back-and-forth to gather document context.
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 details and create an unclaimed Dropbox Sign draft for review, flagging any missing information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contract and have the intended reviewer confirm the claim handoff.
Questions about this workflow
Does this workflow send the contract to signers?
It creates an unclaimed draft. The person who claims it can review and continue the process.
Can Notis fill in missing contract information?
It can report missing details, but should not invent signer or contract information.
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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