Bring the signed client back into view
When a client signs, Notis can look up their Rentman contact and put the useful details in your chosen channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contacts Collection
Tool to retrieve a collection of contacts from Rentman. Use when you need to fetch contact information with optional filtering and pagination.
Why this helps
Client names and contact records are split across documents and project software, making follow-up a context-switching chore.
- Makes client details easier to find right after signing.
- Helps spot missing or duplicate-looking contact records.
- Reduces repeated searches across apps.
Setup
Build it in a few focused steps.
- 1Connect Dropbox Sign and Rentman to Notis once in the portal.
- 2Create the automation in the portal or ask Notis in plain language.
- 3Write one instruction asking Notis to search Rentman contacts for the client on each completed agreement and summarize likely matches.
- 4Select an incoming webhook trigger, choose a run-report channel, and test using one completed agreement.
Questions about this workflow
Will it create a client contact if none exists?
No. This workflow searches the Rentman contact collection and reports its findings.
Can the report include contact details?
Ask Notis to include the relevant details returned by Rentman, such as the matching organization or contact information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Dropbox sign to Rentman. A trigger fires from one place; an action lands in another.
Dropbox sign triggers
Rentman actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Appointment
Tool to delete an appointment by its unique ID. Use when you need to remove an appointment from Rentman.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Appointmentcrew Item
Tool to delete an appointmentcrew item by its numeric ID. Use when removing an appointment crew assignment.
Delete Contact
Tool to delete a contact by its ID. Use when you need to remove a contact from Rentman.
Delete contact person
Tool to delete a contact person from Rentman by their numeric ID. Use when you need to permanently remove a contact person from the system.
Delete Cost Item
Tool to delete a cost item in Rentman by its numeric ID. Use when you need to remove a cost record from the system.
Delete Crew Availability
Tool to delete a crew availability item by its ID. Use when you need to remove a specific crew availability entry after confirming its ID.
Delete Project Request
Tool to delete a project request by its ID. Use when you need to remove a project request from Rentman.
Delete Project Request Equipment Item
Tool to delete a project request equipment item by its ID. Use when you need to remove a project request equipment item from Rentman.
Connect any two apps with Notis in the middle.
Dropbox sign and Rentman, 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 Rentman.