Clear the agreement queue on a schedule
Let Notis check for ready-to-sign opportunities on a cadence you choose and start the agreement requests in one pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Signature Request
Create and send a signature request by email to the designated signers.
Why this helps
A deal marked ready can get overlooked when you have to remember to revisit the research and initiate paperwork.
- Batch the review into a predictable routine.
- Reduce missed handoffs from ready deal to signature request.
- Receive a report after each scheduled run.
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 which Agenty results count as ready and what agreement to send.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real result and verify the agreement request.
Questions about this workflow
How often will it check?
Choose a recurring schedule when setting up the Notis automation.
What if Agenty does not return signer details?
Include the required recipient details in the source result or instruction. Notis cannot infer unavailable signer information.
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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