Release claimed contracts when they are ready
Once a held request has been claimed and the email confirms it is ready, move it forward by releasing it to the designated signers.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Release Signature Request Hold
Release a held signature request to send it to signers. Use this when a signature request was created from an unclaimed draft with hold_request=true and has been claimed but not yet sent. After releasing, the request will be sent to all designated signers.
Why this helps
A contract can remain on hold after review because the final release step is easy to overlook.
- Catch the final release instruction in the inbox
- Move claimed held requests to signers
- Keep the handoff visible in run reports
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 release a held Dropbox Sign request only when the email confirms it has been claimed and is ready, using the supplied request ID.
- 4Pick Agent mail's New Email Received trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
When is this action appropriate?
For a signature request created from an unclaimed draft with hold_request enabled, after it has been claimed and is ready to send.
What should the email include?
It should include the signature request ID and a clear confirmation that the claimed request is ready for release.
Does release send it to signers?
Yes. Releasing the held request sends it to its designated 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.
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Trigger for new emails in an AgentMail inbox
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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.
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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.
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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.
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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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