Send ready agreements from Agility CMS for signature
Move agreements from published content to a signature request with one clear instruction to Notis.
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
Agreement details are ready, but someone still has to find the document, identify the signers, and start the request by hand.
- Start signature requests as soon as an agreement is ready.
- Have Notis check for document and signer details before sending.
- Keep the handoff in one prompt-based workflow.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, tell Notis to find the ready agreement, confirm its document and signer details, and send it for signature.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real agreement and webhook request.
Questions about this workflow
Does Agility CMS provide a trigger event for this workflow?
No. Start it with a Notis webhook request, then instruct Notis to find the relevant content in Agility CMS.
What must the agreement contain?
The document and signer details must be available from the content or supplied in the instruction. Notis should report missing details rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dropbox sign. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms 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.