Prepare the agreement now and let a teammate finish it later
Capture the deal context while it is fresh, then hand off a draft that can be claimed when the team is ready.
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 deal can be ready for paperwork before the person responsible for finalizing the request is available.
- Create a draft for a later handoff.
- Preserve supplied signer and deal context in the instruction.
- Avoid sending a request before the responsible teammate is ready.
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 unclaimed draft using the specified document and signer details from the webhook, and return the claim URL for the named teammate.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal and verify the draft and intended recipient of the claim link.
Questions about this workflow
Does creating an unclaimed draft send the agreement to signers?
The action prepares a draft that can be claimed via a unique URL. Review the claim and send process before expecting signers to receive it.
Can the draft be edited before it is reissued?
The listed actions include editing and resending an unclaimed draft. Use that action only when an existing request identifier and changed details are available.
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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