Check details before creating an embedded signature request
Send the request details to a Notis webhook. Notis can check them against your instructions, then create an embedded signing request for your application.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Signature Request
Create a signature request for signing within an embedded frame.
Why this helps
Starting an embedded signing flow can involve reviewing request details in one place and setting up the signing request in another.
- Check details before creating an in-app signing request.
- Reduce handoffs between request review and signing setup.
- Keep embedded signing requests consistent with your stated criteria.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Dropbox sign once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want.
- 3In one instruction, specify the checks and when to create an embedded request from the supplied documents and signers.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and review the returned signing details.
Questions about this workflow
How is embedded signing different from email signing?
An embedded request is intended to be signed within an application using an iFrame, rather than through email links.
Does this workflow build my application interface?
No. It creates an embedded signature request. Your application must handle the signing experience using the returned request details.
Can Notis check the supplied request first?
Yes. Describe the checks in the automation instruction and provide the data needed to apply them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Dropbox sign. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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