Send a batch of customer agreements with less repetition
Prepare a reviewed group once and create a bulk signing job for consistent customer agreements.
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
Sending the same agreement to many customers one at a time creates repetitive work and increases the chance of a missed recipient.
- Reduce repetitive agreement sends for eligible groups.
- Use a bulk send job for templated signature requests.
- Keep eligibility checks in the review instructions.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the eligible contact group, template, and checks needed before bulk sending.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test with one real, reviewed batch and inspect the bulk send job.
Questions about this workflow
How many requests can one bulk job include?
The listed bulk send with template action supports up to 250 signature requests per job.
Does this use a template?
Yes. The bulk send action is for templated signature requests, so identify an available template in your prompt.
Can it send to every CRM contact automatically?
Define a specific eligible group and test the selection. Do not rely on an unspecified or unreviewed audience.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dropbox sign. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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