Send customer-ready proposals for signature
Make proposal approval easier to act on by moving the CRM handoff straight into a signing request.
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
A finished proposal can still stall while someone searches for the right document and re-enters customer details.
- Shorten the handoff from proposal readiness to signing.
- Catch missing signer details before a request is sent.
- Give the sales team a repeatable approval path.
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 proposal should be sent and what to do when required details are absent.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real proposal handoff and verify the signature request.
Questions about this workflow
What starts the proposal workflow?
An HTTP request to the Notis webhook starts it with the Agile CRM context you provide.
Can it send a proposal that is not included or accessible?
The workflow needs the document or a supported template context to be available. Specify the source in your prompt and test it.
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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