Keep customer renewals moving toward signature
Turn a renewal handoff into a signature request while keeping the renewal terms and signer context together.
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
Renewals can slip when dates, terms, and signer information live in separate places and someone must assemble them by hand.
- Reduce manual assembly of renewal requests.
- Make incomplete renewal context visible before sending.
- Keep a repeatable handoff for renewal work.
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 which renewal context should start a request and how to handle missing terms.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real renewal and review the resulting request.
Questions about this workflow
Can Notis infer renewal terms that are not in the request?
No. Supply the terms in the webhook context or instruct Notis to flag the renewal for review.
Does the webhook send the renewal itself?
The HTTP request starts the automation. The prompt should explain how the supplied renewal context should be used.
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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