Move purchase approvals to signature
Make it easier to act on purchase documents that need a signed approval.
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 purchase document can wait in an inbox while its key details and approval paperwork are manually passed between people.
- Bring extracted purchase details into the approval handoff.
- Reduce document re-entry before signature.
- Flag unclear or incomplete approval information for review.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Describe how Notis should review the extracted purchase information and send the document for signature when the signer and required details are clear.
- 4Select the Notis webhook trigger and choose where reports should go.
- 5Test with one real purchase approval document.
Questions about this workflow
Does this workflow decide whether a purchase is approved?
No. It can prepare and send a signature request based on rules you provide, but the approval decision must come from your instructions or process.
Can Notis flag missing information instead of sending?
Yes. Include an instruction to stop and report missing or uncertain details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Dropbox sign. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dropbox sign.