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Notis

Release held Dropbox Sign requests on schedule

Control when approved requests leave your internal review queue.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Release Signature Request Hold

Release a held signature request to send it to signers. Use this when a signature request was created from an unclaimed draft with hold_request=true and has been claimed but not yet sent. After releasing, the request will be sent to all designated signers.

Why this helps

Held requests are easy to forget after approvals are complete.

  • Prevent forgotten releases
  • Respect review windows
  • Make sending predictable

Setup

Build it in a few focused steps.

  • 1Connect Dropbox Sign once in Notis.
  • 2Create an automation instructing Notis to release only the approved held requests.
  • 3Pick a recurring Notis schedule.
  • 4Choose a report channel and test with one held request.

Questions about this workflow

What if a request is not approved?

Tell Notis to leave it held and report the reason or missing approval.

Can this release a batch?

Run the workflow for each identified held request according to the returned data.

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.

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

New Discord Message Trigger

Polls a specific Discord channel for new messages.

TriggerPolling

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

New Member Joined

Triggered when a new member joins a Discord server (guild) you manage.

TriggerPolling

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

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

TriggerPolling

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

New Thread Created

Triggered when a new thread is created in a Discord channel within a monitored server.

TriggerPolling

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

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

TriggerPolling

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.

Discord and Dropbox sign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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