Stay ahead of upcoming contract renewals
A scheduled review can bring renewal work forward before the deadline becomes a scramble.
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
Renewals are easy to miss when contract dates depend on someone remembering to check the CRM.
- Review renewal work on a consistent cadence.
- Start eligible signature requests with less manual tracking.
- Surface records that need human review before sending.
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 renewal window, eligibility rules, and handling for missing terms.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test with one real upcoming renewal and confirm the request and report.
Questions about this workflow
Can Notis use a renewal date that is missing from Agile CRM?
No. The relevant date must be available from the connected data or supplied in your instructions or context.
How often should this run?
Choose a recurring schedule that fits your renewal process and the lead time needed for customer review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox sign.