Give stalled deals a clear signing next step
Bring agreement work back into view and make it easier to act on deals waiting for a signature.
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
Deals can sit idle when the next step is an agreement buried in someone's task list.
- Bring pending agreement work into a regular review.
- Reduce manual searching for deals awaiting signature.
- Keep ineligible or incomplete deals visible for follow-up.
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 stalled deals qualify and how to confirm an agreement is still needed.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test with one real deal and verify the action and run report.
Questions about this workflow
Can Notis determine whether a deal is stalled?
Only if the relevant stage, activity, or timing information is available. State the criteria in your prompt.
How can I avoid duplicate requests?
Include a check for existing requests in the available context, or use a webhook handoff that identifies only deals ready for a new request.
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.