Send signature requests from contract emails
Put contract requests in motion as soon as they reach your inbox. Notis can use the instructions and documents in an Agent mail message to prepare a Dropbox Sign request.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Send Signature Request
Tool to create and send a new signature request with documents. Use when you need to send documents for electronic signature. The action sends emails to all specified signers with links to view and sign the documents. Supports multiple signers, CC recipients, custom fields, form fields, and various signing options. Documents can be uploaded directly or provided via publicly accessible URLs.
Why this helps
A request to send a contract can get buried while you copy signer details and documents between your inbox and signing tool.
- Reduce copying signer details from email
- Start signing workflows without switching apps
- Use the email and its supplied documents as the request context
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use incoming contract instructions and supplied documents to send a Dropbox Sign request to the named signers.
- 4Pick Agent mail's New Email Received trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
What starts this automation?
A new email received in the Agent mail inbox you connect to Notis.
Can it decide who should sign?
It can use signer details stated in the email. Include clear instructions about what to do when a signer or document is missing.
Does it send the request to signers?
Yes. Dropbox Sign's Send Signature Request action sends signature emails to the specified signers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Dropbox sign. A trigger fires from one place; an action lands in another.
Agent mail 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
Tool to invite a user to your Team. Use when you need to add a member by email or account ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Template
Tool to grant a specified account access to a template. Use when you need to share a template with another user after confirming template and account identifiers.
New Email Received
Trigger for new emails in an AgentMail inbox
Bulk create embedded signature request with template
Tool to create a BulkSendJob for embedded templated signature requests. Use when you need to send up to 250 embedded signature requests at once via one or more templates for iFrame signing.
Bulk send with template
Tool to create a BulkSendJob for templated signature requests. Use when you need to send up to 250 signature requests at once via one or more templates.
Cancel Signature Request
Cancels an incomplete signature request. Use when you need to cancel a pending signature request that has not been completed. The operation is asynchronous and not reversible - once canceled, the signature request cannot be restored.
Create Dropbox Sign Account
Tool to create a new Dropbox Sign account associated with a specified email address. Use when you need to programmatically register new users in the Dropbox Sign platform.
Create API App
Tool to create a new Dropbox Sign API App. Use when you need to register a new application for API integration. The app will have a client_id for authentication and can be configured with OAuth, callbacks, and white labeling.
Create Embedded Signature Request
Tool to create an embedded signature request for signing in an iFrame. Use when you need to initiate a signature request that will be signed within your application rather than via email links.
Connect any two apps with Notis in the middle.
Agent mail and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dropbox sign.