Send approved contracts without losing the handoff
Make the final release step explicit after a held request has been reviewed and approved.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Release Signature Request Hold
Release a held signature request and send it to all designated signers.
Why this helps
Approved documents can remain unsent when the final release step is buried in a separate process.
- Make the approval-to-send transition easier to track.
- Release only requests identified as approved in the supplied context.
- Keep a clear run report for the 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 the approval evidence required and how to identify the held request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real held request after confirming approval.
Questions about this workflow
Can this release any held request automatically?
The prompt should require explicit approval context and a valid request identifier before using the release action.
What kind of request does this action apply to?
It releases a signature request held after creation from an unclaimed draft with hold_request enabled and then claimed.
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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