Send an NDA when a Discord member joins
Start compliance onboarding the moment a new collaborator arrives.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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 members can access conversations before their paperwork is sent or tracked.
- Start onboarding immediately
- Create a consistent NDA process
- Track every request in Dropbox Sign
Setup
Build it in a few focused steps.
- 1Connect Discord and Dropbox Sign once in Notis.
- 2Create an automation instructing Notis to send the onboarding NDA to the new member's supplied email.
- 3Pick New Member Joined for the managed server.
- 4Choose a report channel and test with one invited test member.
Questions about this workflow
Does the member event include an email address?
Use the member data returned by Discord; if no usable email is available, have Notis report that the request needs one.
Can this use a standard document?
Yes, provide the document details or template instructions in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Dropbox sign. A trigger fires from one place; an action lands in another.
Discord 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.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
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.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
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.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
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.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
Discord and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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