Send a batch of investor agreements from one handoff
Handle a defined batch of ready agreements without preparing each request one at a time.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk send with template
Create a bulk job to send template-based signature requests.
Why this helps
Sending the same agreement across a set of ready deals can turn into repetitive data entry and missed recipients.
- Create templated requests for a batch of up to 250 recipients.
- Use supplied deal and signer details to prepare the batch.
- Keep bulk sending limited to an explicitly approved group.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the specified template and create a bulk send job only for the approved deals and recipient details in the webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real approved batch and verify recipients and template before sending.
Questions about this workflow
How many requests can a bulk send include?
The listed action supports up to 250 templated signature requests per bulk job.
Will this decide which deals are approved?
Your instruction or webhook payload must identify the approved deals. Do not rely on Notis to infer approval without supplied criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dropbox sign. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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