Get customer onboarding documents signed sooner
Give new customers a simple next step by sending onboarding documents when their CRM handoff is ready.
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
New customer setup can lose momentum when signed forms are sent through a separate, manual process.
- Reduce the delay between handoff and paperwork.
- Keep the onboarding request tied to its CRM context.
- Flag missing form or signer details for follow-up.
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 onboarding handoff and which documents should be sent for signature.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real onboarding handoff and review the request.
Questions about this workflow
Can this send more than one document?
Dropbox Sign's send signature request action supports documents. State which documents to include and verify the result in your test.
What if the onboarding handoff is incomplete?
Tell Notis to report missing details and avoid sending until the required information is available.
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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No card. Works with personal or business Dropbox sign.