Prepare an embedded signing request from deal context
Give your investor a signing flow that fits into your own application experience.
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
Creating an embedded signing request can mean tracking down template identifiers and re-entering signer details across tools.
- Start an embedded request from a deal handoff.
- Reuse a specified Dropbox Sign template.
- Keep signer and deal context together in the instruction.
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 create an embedded signature request using the specified Dropbox Sign template and signer details from the webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal and verify the returned request details before using the signing URL.
Questions about this workflow
Does this workflow create the template?
No. It uses an existing template. Create or identify the template separately before running the automation.
Does this action return a signing URL?
The listed action creates an embedded request and returns request details including signing URLs. Treat returned URLs as temporary and follow your application flow.
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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