Move an approved proposal to signature
Keep the handoff from proposal review to signature focused on the details that are confirmed and ready.
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
After a proposal is approved, re-entering customer and deal details into a signature request can slow down the close.
- Shorten the gap between approval and signature.
- Use the proposal details already gathered by Airtop.
- Keep missing or unconfirmed terms visible before sending.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe the outcome in one instruction: when the Airtop workflow supplies an approved proposal and confirmed agreement details, send the agreement for signature and report anything missing.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one approved proposal and confirm recipients and agreement details before sending.
Questions about this workflow
Can the workflow decide whether a proposal is approved?
It should act on an approval signal supplied by the Airtop workflow or webhook request. If no reliable approval signal is provided, it should report that rather than send.
What if signer or pricing details are missing?
The workflow should surface missing details for review. Required recipient and document details must be available before a request can be sent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Dropbox sign. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop 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.