Send an NDA when an opportunity is worth a conversation
Turn a promising company or contact found by Agenty into an NDA request, without breaking your research flow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Signature Request
Create and send a signature request by email to the designated signers.
Why this helps
Promising leads can wait too long for an NDA when research and document sending happen in separate sessions.
- Start the NDA step while the lead is fresh.
- Use your stated qualification criteria to decide which results proceed.
- Keep a report of the handoff.
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 opportunity criteria and the NDA request to send in one instruction.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real Agenty result and confirm the signer and document.
Questions about this workflow
Can this send an NDA to every result?
Tell Notis which results qualify. The workflow should only send when the Agenty result includes the needed recipient and document context.
Does the webhook itself discover leads?
No. Agenty handles its research or browser workflow; its call to the Notis webhook starts this automation.
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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