Skip to content
Notis

Send the statement of work after scope approval

Once the scope is settled, start the signature step before the details drift across inboxes and notes.

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

Approved scope can sit waiting for paperwork while you reconstruct project details in another tool.

  • Move approved scope into a formal sign-off step.
  • Reduce repeated re-entry of project context.
  • Make project starts easier to coordinate with clients.

Setup

Build it in a few focused steps.

  • 1Connect BlueFox Email and Dropbox Sign to Notis once through the portal.
  • 2In one instruction, tell Notis which statement of work to send when scope is approved.
  • 3Select an incoming webhook trigger and choose the channel for run reports.
  • 4Test with one real scope-approval event and verify the recipient and document.

Questions about this workflow

Can BlueFox Email trigger on scope approval directly?

No. A connected process needs to send Notis a webhook event when scope approval occurs.

What if each project has a different scope document?

Describe how to identify the right document in the prompt and include project context in 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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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

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.