Turn qualified Agile CRM leads into signature requests
Move a lead from pipeline progress to a prepared agreement with one webhook and a clear signing handoff.
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
Copying contact details into a signature request adds friction just when a promising lead is ready to move forward.
- Prepare and send agreements from a lead event payload.
- Reduce repeated entry of signer details.
- Keep the signing step close to the sales handoff.
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 when a lead is ready and what agreement to send using the webhook details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real qualified lead and confirm the Dropbox Sign request.
Questions about this workflow
How does the automation start?
An HTTP request to the Notis webhook starts it. Include the relevant Agile CRM lead context in that request.
Does Agile CRM provide a native trigger here?
No Agile CRM trigger events are listed for this workflow, so it uses Notis's webhook trigger.
What should I specify in the prompt?
State the qualification condition, the agreement to send, and how to handle missing signer details.
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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