Start client onboarding with a signature request
Give new clients a consistent first step by sending their onboarding documents as soon as your process marks them ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Signature Request
Tool to create and send a new signature request with documents. Use when you need to send documents for electronic signature. The action sends emails to all specified signers with links to view and sign the documents. Supports multiple signers, CC recipients, custom fields, form fields, and various signing options. Documents can be uploaded directly or provided via publicly accessible URLs.
Why this helps
New-client administration often spans several tools, making it easy to delay or forget the first required document.
- Give each new client a consistent paperwork handoff.
- Avoid manually recreating signer details from an onboarding event.
- Keep the first administrative task moving while you focus on client work.
Setup
Build it in a few focused steps.
- 1Connect BlueFox Email and Dropbox Sign to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally to send the specified onboarding documents when a client is marked ready.
- 3Choose an incoming webhook trigger for the onboarding event and select a reporting channel.
- 4Test with one real new-client event and check that the intended documents reach the right signer.
Questions about this workflow
Can a BlueFox contact creation alone start this?
Only if your connected process sends Notis a webhook event that indicates the contact is ready for onboarding.
Can I reuse the same onboarding documents?
Describe the intended documents in the prompt. Dropbox Sign can send provided documents or use a suitable signing flow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BlueFox Email to Dropbox sign. A trigger fires from one place; an action lands in another.
BlueFox Email 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
Tool to invite a user to your Team. Use when you need to add a member by email or account ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Template
Tool to grant a specified account access to a template. Use when you need to share a template with another user after confirming template and account identifiers.
Bulk create embedded signature request with template
Tool to create a BulkSendJob for embedded templated signature requests. Use when you need to send up to 250 embedded signature requests at once via one or more templates for iFrame signing.
Bulk send with template
Tool to create a BulkSendJob for templated signature requests. Use when you need to send up to 250 signature requests at once via one or more templates.
Cancel Signature Request
Cancels an incomplete signature request. Use when you need to cancel a pending signature request that has not been completed. The operation is asynchronous and not reversible - once canceled, the signature request cannot be restored.
Create Dropbox Sign Account
Tool to create a new Dropbox Sign account associated with a specified email address. Use when you need to programmatically register new users in the Dropbox Sign platform.
Create API App
Tool to create a new Dropbox Sign API App. Use when you need to register a new application for API integration. The app will have a client_id for authentication and can be configured with OAuth, callbacks, and white labeling.
Create Embedded Signature Request
Tool to create an embedded signature request for signing in an iFrame. Use when you need to initiate a signature request that will be signed within your application rather than via email links.
Connect any two apps with Notis in the middle.
BlueFox Email and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox sign.