Send agreements when a lead is ready
A clear buying signal can start the paperwork automatically, so you can stay with the conversation instead of switching tools to prepare a signature request.
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
A promising reply can get buried while you switch between email, deal notes, and contract tools to start an agreement.
- Start the agreement from the lead context already captured by your BlueFox-connected process.
- Reduce the delay between a prospect saying yes and receiving paperwork.
- Keep follow-up steps consistent when several leads move forward at once.
Setup
Build it in a few focused steps.
- 1Connect BlueFox Email and Dropbox Sign to Notis once through the portal.
- 2In Automations, create an automation and describe in one instruction when a qualified lead should receive an agreement through Dropbox Sign.
- 3Select an incoming webhook trigger and choose where Notis should report runs.
- 4Test with one real qualified-lead event and confirm the intended agreement is sent.
Questions about this workflow
Does BlueFox Email provide the trigger?
No. A Notis webhook starts this workflow when a connected process sends Notis an event about the qualified lead.
What should the instruction include?
Describe how Notis should recognize a qualified lead, which agreement to send, and what recipient details to use from the event.
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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No card. Works with personal or business Dropbox sign.