Send agreements to a qualified batch at once
When a research batch is ready, turn it into one templated Dropbox Sign bulk send job and keep the batch report close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk send with template
Create a bulk job to send template-based signature requests.
Why this helps
Preparing the same agreement repeatedly for many qualified leads creates busywork and increases the chance of omissions.
- Create a bulk send job for a batch of up to 250 requests.
- Reuse a Dropbox Sign template for consistent agreements.
- Review a single run report for the batch.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the lead qualification rule, template to use, and bulk send outcome in one instruction.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real batch and inspect the resulting bulk send job.
Questions about this workflow
How many requests can the bulk action create?
The listed bulk send with template action supports up to 250 signature requests at once.
Does this create a different document for every lead?
It creates templated signature requests. Make sure the Agenty results and your instruction provide the recipient and request details required by the template workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Dropbox sign. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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